Burt Wealth Advisors Ishares Tr Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 24, 2019	SELL	$84.17 - $104.72 $7,238 - $9,005	-86 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$81.01 - $108.82 $6,966 - $9,358	86 New	86 $15,000

Others Institutions Holding ITA

# of Institutions

699

Shares Held

18.6M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$620 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$288 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$150 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

Ticker ITA
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