Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,186 shares of ITA stock, worth $234,128. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,186
Holding current value
$234,128
% of portfolio
0.03%

Shares

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

Jul 18, 2025
BUY
$135.31 - $188.64 $160,477 - $223,727
1,186 New
1,186 $223,000
Q1 2020

Apr 29, 2020
SELL
$58.76 - $119.9 $36,548 - $74,577
-622 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$107.34 - $116.85 $66,765 - $72,680
622 New
622 $138,000

Others Institutions Holding ITA

# of Institutions
811
Shares Held
19.2M
Call Options Held
914K
Put Options Held
356K
View Full List

About ISHARES TR

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