A detailed history of Centric Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Centric Wealth Management holds 1,874 shares of ITA stock, worth $289,889. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,874
Previous 1,864 0.54%
Holding current value
$289,889
Previous $246,000 13.82%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$131.58 - $149.64 $1,315 - $1,496
10 Added 0.54%
1,874 $280,000
Q2 2024

Aug 13, 2024

SELL
$127.05 - $137.39 $35,446 - $38,331
-279 Reduced 13.02%
1,864 $246,000
Q1 2024

May 01, 2024

SELL
$119.3 - $131.93 $3,698 - $4,089
-31 Reduced 1.43%
2,143 $282,000
Q4 2023

Feb 06, 2024

BUY
$103.16 - $126.68 $224,269 - $275,402
2,174 New
2,174 $275,000

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Centric Wealth Management Portfolio

Follow Centric Wealth Management 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 Centric Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Centric Wealth Management with notifications on news.