Charis Legacy Partners, LLC Ishares Tr Transaction History

Charis Legacy Partners, LLC

$52.8 Billion
Q1 2025

A detailed history of Charis Legacy Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 7,100 shares of IMTB stock, worth $307,501. This represents 0.58% of its overall portfolio holdings.

Number of Shares

7,100

Holding current value

$307,501

% of portfolio

0.58%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 15, 2025	BUY	$41.91 - $43.46 $297,561 - $308,566	7,100 New	7,100 $308 Million

Others Institutions Holding IMTB

# of Institutions

Shares Held

4.31M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

1.15M
Shares

$49.7 Million
0.08% of portfolio
Fin Trust Capital Advisors, LLC

505K
Shares

$21.9 Million
3.9% of portfolio
Wealth Enhancement Advisory Services, LLC

497K
Shares

$21.5 Million
0.04% of portfolio
Octavia Wealth Advisors, LLC

485K
Shares

$21 Million
2.56% of portfolio
Destination Wealth Management

435K
Shares

$18.9 Million
0.58% of portfolio

View Full List

About ISHARES TR

Ticker IMTB
Sector ETFs
Industry ETFs

More about IMTB

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Charis Legacy Partners, LLC Ishares Tr Transaction History