Apriem Advisors Ishares Tr Transaction History

Apriem Advisors

$814 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	$99.62 - $107.96 $711,286 - $770,834	-7,140 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$93.86 - $102.91 $670,160 - $734,777	7,140 New	7,140 $1.37 Million

Others Institutions Holding ITA

# of Institutions

658

Shares Held

24M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.36 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$269 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$134 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$106 Million
0.02% of portfolio

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Apriem Advisors with notifications on news.