Alta Wealth Advisors LLC Ishares Tr Transaction History

Alta Wealth Advisors LLC

  • $216 Million
  • Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 4,060 shares of IEO stock, worth $329,631. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,060
Previous 4,211 3.59%
Holding current value
$329,631
Previous $377,000 1.59%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$86.02 - $99.13 $12,989 - $14,968
-151 Reduced 3.59%
4,060 $383,000
Q4 2024

Jan 23, 2025
SELL
$85.22 - $101.77 $29,486 - $35,212
-346 Reduced 7.59%
4,211 $377,000
Q3 2024

Oct 18, 2024
BUY
$88.52 - $101.16 $403,385 - $460,986
4,557 New
4,557 $416,000

Others Institutions Holding IEO

# of Institutions
174
Shares Held
2.57M
Call Options Held
37.3K
Put Options Held
28.2K
View Full List

About ISHARES TR

IEO Quotes by TradingView
  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
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