Independent Wealth Network Inc. Ishares Tr Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 6,248 shares of ITA stock, worth $966,503. This represents 0.43% of its overall portfolio holdings.

Number of Shares

6,248

Previous 6,102 2.39%

Holding current value

$966,503

Previous $805,000 16.02%

% of portfolio

0.43%

Previous 0.39%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$131.58 - $149.64 $19,210 - $21,847	146 Added 2.39%	6,248 $934,000
Q2 2024 Jul 18, 2024	SELL	$127.05 - $137.39 $22,996 - $24,867	-181 Reduced 2.88%	6,102 $805,000
Q1 2024 May 20, 2024	BUY	$119.3 - $131.93 $749,561 - $828,916	6,283 New	6,283 $828,000
Q4 2023 Jan 12, 2024	BUY	$103.16 - $126.68 $1,650 - $2,026	16 Added 0.26%	6,107 $773,000
Q3 2023 Oct 11, 2023	BUY	$105.4 - $118.17 $127,323 - $142,749	1,208 Added 24.74%	6,091 $645,000
Q2 2023 Jul 12, 2023	BUY	$108.66 - $117.41 $20,645 - $22,307	190 Added 4.05%	4,883 $569,000
Q1 2023 Apr 18, 2023	BUY	$108.43 - $117.74 $20,167 - $21,899	186 Added 4.13%	4,693 $540,000
Q4 2022 Jan 25, 2023	BUY	$93.07 - $114.11 $12,657 - $15,518	136 Added 3.11%	4,507 $0
Q3 2022 Oct 17, 2022	SELL	$91.19 - $108.67 $7,295 - $8,693	-80 Reduced 1.8%	4,371 $399,000
Q2 2022 Jul 26, 2022	BUY	$93.66 - $112.65 $842 - $1,013	9 Added 0.2%	4,451 $441,000
Q1 2022 Apr 20, 2022	SELL	$98.82 - $112.95 $1,482 - $1,694	-15 Reduced 0.34%	4,442 $492,000
Q3 2021 Nov 04, 2021	BUY	$100.96 - $110.33 $449,978 - $491,740	4,457 New	4,457 $470,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Tr Transaction History