Fsm Wealth Advisors, LLC Ishares Tr Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 14,841 shares of ITA stock, worth $3.11 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

14,841

Holding current value

$3.11 Million

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$135.31 - $188.64 $2.01 Million - $2.8 Million	14,841 New	14,841 $2.8 Million

Others Institutions Holding ITA

# of Institutions

835

Shares Held

20M

Call Options Held

1.04M

Put Options Held

416K

Bank Of America Corp Charlotte, NC

3M
Shares

$629 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$385 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$313 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$187 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

778K
Shares

$163 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Fsm Wealth Advisors, LLC Ishares Tr Transaction History