Arete Wealth Advisors, LLC Ishares Tr Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 3,849 shares of ITB stock, worth $378,395. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,849

Holding current value

$378,395

% of portfolio

0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$103.31 - $129.34 $397,640 - $497,829	3,849 New	3,849 $398,000
Q3 2022 Nov 07, 2022	BUY	$51.41 - $62.95 $3,187 - $3,902	62 Added 0.92%	6,809 $354,000
Q2 2022 Aug 15, 2022	SELL	$49.13 - $62.4 $14,493 - $18,408	-295 Reduced 4.19%	6,747 $355,000
Q1 2022 May 06, 2022	SELL	$59.26 - $81.62 $7,170 - $9,876	-121 Reduced 1.69%	7,042 $417,000
Q4 2021 Feb 07, 2022	BUY	$66.2 - $83.04 $25,288 - $31,721	382 Added 5.63%	7,163 $594,000
Q3 2021 Nov 15, 2021	BUY	$66.08 - $74.05 $448,088 - $502,133	6,781 New	6,781 $449,000
Q2 2021 Aug 09, 2021	SELL	$66.57 - $77.09 $214,688 - $248,615	-3,225 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$54.6 - $68.53 $176,085 - $221,009	3,225 New	3,225 $219,000

Others Institutions Holding ITB

# of Institutions

421

Shares Held

21.4M

Call Options Held

2.11M

Put Options Held

6.77M

View Full List

About ISHARES TR

Ticker ITB
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Industry ETFs

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Arete Wealth Advisors, LLC Ishares Tr Transaction History