Atlas Capital Advisors LLC Ishares Tr Transaction History

Atlas Capital Advisors LLC

$656 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$89.08 - $106.06 $37,057 - $44,120	-416 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$74.72 - $96.94 $31,083 - $40,327	416 New	416 $39,000

Others Institutions Holding ITA

# of Institutions

698

Shares Held

18.6M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$602 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$280 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$146 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

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

720K
Shares

$108 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 Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.