Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,218 shares of ITA stock, worth $393,118. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,218

Previous 2,289 3.1%

Holding current value

$393,118

Previous $332,000 2.11%

% of portfolio

0.04%

Previous 0.04%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$144.84 - $159.5 $10,283 - $11,324	-71 Reduced 3.1%	2,218 $339,000
Q4 2024 Jan 14, 2025	SELL	$144.31 - $157.31 $3,607 - $3,932	-25 Reduced 1.08%	2,289 $332,000
Q3 2024 Oct 10, 2024	SELL	$131.58 - $149.64 $29,210 - $33,220	-222 Reduced 8.75%	2,314 $346,000
Q2 2024 Aug 06, 2024	BUY	$127.05 - $137.39 $21,598 - $23,356	170 Added 7.19%	2,536 $334,000
Q1 2024 May 10, 2024	SELL	$119.3 - $131.93 $8,947 - $9,894	-75 Reduced 3.07%	2,366 $312,000
Q4 2023 Feb 09, 2024	BUY	$103.16 - $126.68 $12,172 - $14,948	118 Added 5.08%	2,441 $309,000
Q3 2023 Oct 20, 2023	SELL	$105.4 - $118.17 $270,245 - $302,987	-2,564 Reduced 52.47%	2,323 $246,000
Q2 2023 Aug 09, 2023	BUY	$108.66 - $117.41 $42,268 - $45,672	389 Added 8.65%	4,887 $570,000
Q1 2023 May 12, 2023	SELL	$108.43 - $117.74 $15,830 - $17,190	-146 Reduced 3.14%	4,498 $517,000
Q4 2022 Feb 13, 2023	SELL	$93.07 - $114.11 $26,431 - $32,407	-284 Reduced 5.76%	4,644 $519,000
Q3 2022 Nov 07, 2022	BUY	$91.19 - $108.67 $1,823 - $2,173	20 Added 0.41%	4,928 $449,000
Q2 2022 Aug 12, 2022	SELL	$93.66 - $112.65 $3,090 - $3,717	-33 Reduced 0.67%	4,908 $487,000
Q1 2022 May 05, 2022	SELL	$98.82 - $112.95 $27,471 - $31,400	-278 Reduced 5.33%	4,941 $547,000
Q4 2021 Feb 04, 2022	SELL	$95.53 - $108.96 $7,164 - $8,171	-75 Reduced 1.42%	5,219 $536,000
Q3 2021 Nov 02, 2021	BUY	$100.96 - $110.33 $37,153 - $40,601	368 Added 7.47%	5,294 $552,000
Q2 2021 Jul 21, 2021	BUY	$102.24 - $112.9 $12,984 - $14,338	127 Added 2.65%	4,926 $540,000
Q1 2021 May 13, 2021	SELL	$89.08 - $106.06 $414,400 - $493,391	-4,652 Reduced 49.22%	4,799 $500,000
Q4 2020 Feb 04, 2021	BUY	$74.72 - $96.94 $519,229 - $673,636	6,949 Added 277.74%	9,451 $713,000
Q3 2020 Nov 05, 2020	BUY	$77.31 - $86.07 $10,668 - $11,877	138 Added 5.84%	2,502 $490,000
Q2 2020 Jul 30, 2020	SELL	$67.92 - $96.92 $43,808 - $62,513	-645 Reduced 21.44%	2,364 $445,000
Q1 2020 May 08, 2020	SELL	$58.76 - $119.9 $4,230 - $8,632	-72 Reduced 2.34%	3,009 $460,000
Q4 2019 Feb 07, 2020	BUY	$107.34 - $116.85 $12,236 - $13,320	114 Added 3.84%	3,081 $646,000
Q3 2019 Nov 07, 2019	BUY	$103.28 - $115.56 $1,755 - $1,964	17 Added 0.58%	2,967 $605,000
Q2 2019 Jul 25, 2019	SELL	$99.62 - $107.96 $105,696 - $114,545	-1,061 Reduced 26.45%	2,950 $584,000
Q1 2019 May 10, 2019	SELL	$84.17 - $104.72 $12.9 Million - $16 Million	-152,727 Reduced 97.44%	4,011 $735,000
Q4 2018 Jan 31, 2019	SELL	$81.01 - $108.82 $148,815 - $199,902	-1,837 Reduced 1.16%	156,738 $1.12 Million
Q3 2018 Nov 09, 2018	BUY	$96.46 - $108.81 $179,415 - $202,386	1,860 Added 1.19%	158,575 $1.58 Million
Q2 2018 Aug 14, 2018	SELL	$93.86 - $102.91 $18,396 - $20,170	-196 Reduced 0.12%	156,715 $1.24 Million
Q1 2018 May 15, 2018	BUY	$94.18 - $102.65 $398,946 - $434,825	4,236 Added 2.77%	156,911 $1.28 Million
Q4 2017 Feb 13, 2018	BUY	$88.79 - $94.61 $13.3 Million - $14.2 Million	150,000 Added 5607.48%	152,675 $429,000
Q3 2017 Nov 13, 2017	SELL	$88.6 - $89.39 $13.3 Million - $13.4 Million	-149,750 Reduced 98.25%	2,675 $404,000
Q2 2017 Aug 16, 2017	BUY	N/A	2,425 Added 1.62%	152,425 $339,000
Q2 2017 Aug 15, 2017	BUY	N/A	150,000	150,000 $0

Others Institutions Holding ITA

# of Institutions

774

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Ishares Tr Transaction History