Focus Wealth Advisors, LLC Ishares Tr Transaction History

Focus Wealth Advisors, LLC

  • $183 Million
  • Q3 2024

A detailed history of Focus Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Focus Wealth Advisors, LLC holds 37,475 shares of ITA stock, worth $5.79 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
37,475
Previous 37,716 0.64%
Holding current value
$5.79 Million
Previous $4.98 Million 12.59%
% of portfolio
3.06%
Previous 2.78%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$131.58 - $149.64 $31,710 - $36,063
-241 Reduced 0.64%
37,475 $5.61 Million
Q2 2024

Jul 22, 2024
BUY
$127.05 - $137.39 $207,345 - $224,220
1,632 Added 4.52%
37,716 $4.98 Million
Q1 2024

Apr 11, 2024
BUY
$119.3 - $131.93 $170,837 - $188,923
1,432 Added 4.13%
36,084 $4.76 Million
Q4 2023

Jan 11, 2024
BUY
$103.16 - $126.68 $618 - $760
6 Added 0.02%
34,652 $4.39 Million
Q3 2023

Oct 19, 2023
SELL
$105.4 - $118.17 $18,550 - $20,797
-176 Reduced 0.51%
34,646 $3.67 Million
Q2 2023

Jul 14, 2023
BUY
$108.66 - $117.41 $3.78 Million - $4.09 Million
34,822 New
34,822 $4.06 Million

Others Institutions Holding ITA

# of Institutions
701
Shares Held
18.7M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

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