Ibex Wealth Advisors Ishares Tr Transaction History

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025

A detailed history of Ibex Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Ibex Wealth Advisors holds 4,866 shares of ITA stock, worth $970,377. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,866
Holding current value
$970,377
% of portfolio
0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$135.31 - $188.64 $658,418 - $917,922
4,866 New
4,866 $917,000
Q4 2024

Jan 23, 2025
BUY
$144.31 - $157.31 $1.58 Million - $1.72 Million
10,965 New
10,965 $1.59 Million
Q4 2022

Feb 06, 2023
SELL
$93.07 - $114.11 $14,332 - $17,572
-154 Reduced 3.11%
4,791 $536,000
Q3 2022

Oct 31, 2022
SELL
$91.19 - $108.67 $285,515 - $340,245
-3,131 Reduced 38.77%
4,945 $451,000
Q2 2022

Aug 16, 2022
BUY
$93.66 - $112.65 $756,398 - $909,761
8,076 New
8,076 $801,000
Q4 2021

Feb 22, 2022
SELL
$95.53 - $108.96 $39,167 - $44,673
-410 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$100.96 - $110.33 $41,393 - $45,235
410 New
410 $43,000
Q3 2019

Nov 12, 2019
SELL
$103.28 - $115.56 $20,862 - $23,343
-202 Closed
0 $0
Q2 2019

Jul 30, 2019
BUY
$99.62 - $107.96 $20,123 - $21,807
202 New
202 $43,000

Others Institutions Holding ITA

# of Institutions
834
Shares Held
20M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

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