Accel Wealth Management Ishares Tr Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Accel Wealth Management holds 18,083 shares of ITA stock, worth $3.21 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

18,083

Previous 17,363 4.15%

Holding current value

$3.21 Million

Previous $2.52 Million 9.79%

% of portfolio

1.03%

Previous 0.98%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$144.84 - $159.5 $104,284 - $114,840	720 Added 4.15%	18,083 $2.77 Million
Q4 2024 Jan 21, 2025	BUY	$144.31 - $157.31 $71,144 - $77,553	493 Added 2.92%	17,363 $2.52 Million
Q3 2024 Oct 15, 2024	BUY	$131.58 - $149.64 $24,605 - $27,982	187 Added 1.12%	16,870 $2.52 Million
Q2 2024 Jul 12, 2024	BUY	$127.05 - $137.39 $246,095 - $266,124	1,937 Added 13.14%	16,683 $2.2 Million
Q1 2024 Apr 19, 2024	BUY	$119.3 - $131.93 $243,252 - $269,005	2,039 Added 16.05%	14,746 $1.95 Million
Q4 2023 Jan 18, 2024	BUY	$103.16 - $126.68 $197,551 - $242,592	1,915 Added 17.74%	12,707 $1.61 Million
Q3 2023 Oct 19, 2023	BUY	$105.4 - $118.17 $130,485 - $146,294	1,238 Added 12.96%	10,792 $1.14 Million
Q2 2023 Jul 24, 2023	BUY	$108.66 - $117.41 $543,734 - $587,519	5,004 Added 109.98%	9,554 $1.11 Million
Q1 2023 Apr 20, 2023	BUY	$108.43 - $117.74 $493,356 - $535,717	4,550 New	4,550 $523,000

Others Institutions Holding ITA

# of Institutions

774

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Ishares Tr Transaction History