Avondale Wealth Management Ishares Tr Transaction History

Avondale Wealth Management

  • $152 Million
  • Q3 2024

A detailed history of Avondale Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Avondale Wealth Management holds 3,875 shares of ITA stock, worth $587,372. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,875
Previous 3,200 21.09%
Holding current value
$587,372
Previous $422,000 37.2%
% of portfolio
0.38%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$131.58 - $149.64 $88,816 - $101,006
675 Added 21.09%
3,875 $579,000
Q2 2024

Jul 12, 2024
BUY
$127.05 - $137.39 $406,560 - $439,647
3,200 New
3,200 $422,000

Others Institutions Holding ITA

# of Institutions
698
Shares Held
18.6M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Avondale Wealth Management Portfolio

Follow Avondale Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Avondale Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email