Briaud Financial Planning, Inc Ishares Tr Transaction History

Briaud Financial Planning, Inc

$252 Million
Q1 2025

A detailed history of Briaud Financial Planning, Inc transactions in Ishares Tr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 331 shares of ITA stock, worth $51,937. This represents 0.02% of its overall portfolio holdings.

Number of Shares

331

Holding current value

$51,937

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$144.84 - $159.5 $47,942 - $52,794	331 New	331 $50,000

Others Institutions Holding ITA

# of Institutions

762

Shares Held

21.2M

Call Options Held

704K

Put Options Held

446K

Bank Of America Corp Charlotte, NC

4.1M
Shares

$643 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$300 Million
0.02% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

1.32M
Shares

$207 Million
1.15% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$174 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

827K
Shares

$130 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
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Briaud Financial Planning, Inc Ishares Tr Transaction History