Assured Partners Investment Advisors, LLC Ishares Tr Transaction History

Assured Partners Investment Advisors, LLC

$409 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$144.31 - $157.31 $926,614 - $1.01 Million	6,421 New	6,421 $933 Million

Others Institutions Holding ITA

# of Institutions

802

Shares Held

19.1M

Call Options Held

913K

Put Options Held

356K

Bank Of America Corp Charlotte, NC

3.24M
Shares

$644 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$355 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$221 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$167 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$144 Million
0.03% of portfolio

About ISHARES TR

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