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 $2.93 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

14,841

Holding current value

$2.93 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

811

Shares Held

19.2M

Call Options Held

914K

Put Options Held

356K

Bank Of America Corp Charlotte, NC

3.24M
Shares

$640 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$353 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$219 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$166 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$143 Million
0.03% 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