Intrepid Financial Planning Group LLC Ishares Tr Transaction History
Intrepid Financial Planning Group LLC
- $235 Million
- Q3 2025
A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 9,728 shares of ITA stock, worth $2 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
9,728
Previous 9,798
0.71%
Holding current value
$2 Million
Previous $1.85 Million
10.12%
% of portfolio
0.87%
Previous 0.83%
Shares
11 transactions
Others Institutions Holding ITA
# of Institutions
972Shares Held
32.4MCall Options Held
654KPut Options Held
538K-
Envestnet Asset Management Inc4.78MShares$984 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$582 Million0.18% of portfolio
-
Morgan Stanley New York, NY2.82MShares$581 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.76MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$231 Million0.05% of portfolio