Dynamic Wealth Strategies, LLC Ishares Tr Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 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 2,187 shares of ITA stock, worth $451,068. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,187
Previous 2,113 3.5%
Holding current value
$451,068
Previous $323,000 27.55%
% of portfolio
0.3%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$135.31 - $188.64 $10,012 - $13,959
74 Added 3.5%
2,187 $412,000
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
881
Shares Held
21.4M
Call Options Held
1.04M
Put Options Held
441K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email