Costello Asset Management, Inc Ishares Tr Transaction History

Costello Asset Management, Inc

$244 Million
Q1 2025

A detailed history of Costello Asset Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Costello Asset Management, Inc holds 543 shares of ITA stock, worth $85,202. This represents 0.03% of its overall portfolio holdings.

Number of Shares

543

Holding current value

$85,202

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$144.84 - $159.5 $78,648 - $86,608	543 New	543 $83,000

Others Institutions Holding ITA

# of Institutions

773

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

Bank Of America Corp Charlotte, NC

3.24M
Shares

$509 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$281 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$174 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$132 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$114 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
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Costello Asset Management, Inc Ishares Tr Transaction History