Axis Wealth Partners, LLC Ishares Tr Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 1,847 shares of ITA stock, worth $327,362. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,847
Previous 1,770 4.35%
Holding current value
$327,362
Previous $257 Million 9.92%
% of portfolio
0.21%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$144.84 - $159.5 $11,152 - $12,281
77 Added 4.35%
1,847 $283 Million
Q4 2024

Feb 07, 2025
BUY
$144.31 - $157.31 $255,428 - $278,438
1,770 New
1,770 $257 Million

Others Institutions Holding ITA

# of Institutions
774
Shares Held
18.7M
Call Options Held
859K
Put Options Held
536K
View Full List

About ISHARES TR

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

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email