Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 244 shares of ITA stock, worth $42,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares

244

Previous 244 -0.0%

Holding current value

$42,768

Previous $35,000 5.71%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$144.31 - $157.31 $144 - $157	1 Added 0.41%	244 $35,000
Q2 2024 Jul 31, 2024	BUY	$127.05 - $137.39 $127 - $137	1 Added 0.41%	243 $32,000
Q4 2023 Apr 30, 2024	BUY	$103.16 - $126.68 $206 - $253	2 Added 0.83%	242 $30,000
Q4 2023 Feb 05, 2024	BUY	$103.16 - $126.68 $206 - $253	2 Added 0.83%	242 $30,000
Q3 2023 Apr 30, 2024	SELL	$105.4 - $118.17 $210 - $236	-2 Reduced 0.83%	240 $25,000
Q1 2023 Apr 26, 2023	SELL	$108.43 - $117.74 $2,277 - $2,472	-21 Reduced 8.05%	240 $27,000
Q4 2022 Jan 27, 2023	BUY	$93.07 - $114.11 $24,291 - $29,782	261 New	261 $29,000
Q2 2022 Aug 04, 2022	SELL	$93.66 - $112.65 $374 - $450	-4 Reduced 1.65%	238 $24,000
Q4 2021 Jan 21, 2022	BUY	$95.53 - $108.96 $23,118 - $26,368	242 New	242 $25,000
Q1 2021 May 13, 2021	SELL	$89.08 - $106.06 $890 - $1,060	-10 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$74.72 - $96.94 $747 - $969	10 New	10 $1,000

Others Institutions Holding ITA

# of Institutions

773

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Concord Wealth Partners Ishares Tr Transaction History