Bogart Wealth, LLC Ishares Tr Transaction History

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 11 shares of ITA stock, worth $2,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11
Previous 84 86.9%
Holding current value
$2,366
Previous $12,000 83.33%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$135.31 - $188.64 $9,877 - $13,770
-73 Reduced 86.9%
11 $2,000
Q1 2025

May 01, 2025
BUY
$144.84 - $159.5 $12,021 - $13,238
83 Added 8300.0%
84 $12,000
Q2 2024

Jul 31, 2024
SELL
$127.05 - $137.39 $19,565 - $21,158
-154 Reduced 99.35%
1 $0
Q4 2023

Feb 06, 2024
BUY
$103.16 - $126.68 $103 - $126
1 Added 0.65%
155 $19,000
Q4 2022

Feb 06, 2023
BUY
$93.07 - $114.11 $93 - $114
1 Added 0.65%
154 $17,000
Q2 2022

Jul 22, 2022
BUY
$93.66 - $112.65 $93 - $112
1 Added 0.66%
153 $15,000
Q1 2022

Apr 22, 2022
BUY
$98.82 - $112.95 $15,020 - $17,168
152 New
152 $17,000
Q1 2018

Apr 13, 2018
SELL
$94.18 - $102.65 $18,836 - $20,530
-200 Closed
0 $0
Q3 2017

Oct 12, 2017
BUY
$88.6 - $89.39 $17,720 - $17,878
200
200 $36,000

Others Institutions Holding ITA

# of Institutions
849
Shares Held
20.1M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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