Dynamic Wealth Strategies, LLC Ishares Tr Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,113 shares of ITA stock, worth $417,127. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,113
Previous 2,116 0.14%
Holding current value
$417,127
Previous $307,000 5.21%
% of portfolio
0.27%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$144.84 - $159.5 $434 - $478
-3 Reduced 0.14%
2,113 $323,000
Q4 2024

Feb 13, 2025
BUY
$144.31 - $157.31 $1,010 - $1,101
7 Added 0.33%
2,116 $307,000
Q3 2024

Nov 13, 2024
SELL
$131.58 - $149.64 $1,052 - $1,197
-8 Reduced 0.38%
2,109 $316,000
Q2 2024

Aug 15, 2024
SELL
$127.05 - $137.39 $4,065 - $4,396
-32 Reduced 1.49%
2,117 $280,000
Q1 2024

May 15, 2024
SELL
$119.3 - $131.93 $286,320 - $316,632
-2,400 Reduced 52.76%
2,149 $284,000
Q4 2023

Feb 13, 2024
BUY
$103.16 - $126.68 $469,274 - $576,267
4,549 New
4,549 $576 Million

Others Institutions Holding ITA

# of Institutions
811
Shares Held
19.2M
Call Options Held
914K
Put Options Held
356K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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