Capital Directions Investment Advisors, LLC Ishares Tr Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$67.92 - $96.92 $1,426 - $2,035	-21 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$103.28 - $115.56 $2,168 - $2,426	21 New	21 $5,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$621 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$289 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$151 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

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About ISHARES TR

Ticker ITA
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