High Note Wealth, LLC Ishares Tr Transaction History

High Note Wealth, LLC

$425 Million
Q2 2025

A detailed history of High Note Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, High Note Wealth, LLC holds 45 shares of ITA stock, worth $9,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 45 -0.0%

Holding current value

$9,429

Previous $6,000 33.33%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 01, 2025	BUY	$144.31 - $157.31 $6,493 - $7,078	45 New	45 $6,000

Others Institutions Holding ITA

# of Institutions

836

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on High Note Wealth, LLC with notifications on news.

Account

High Note Wealth, LLC Ishares Tr Transaction History