Jupiter Wealth Management LLC Ishares Tr Transaction History

Jupiter Wealth Management LLC

  • $185 Million
  • Q3 2024

A detailed history of Jupiter Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 12,840 shares of ITA stock, worth $1.9 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
12,840
Previous 11,640 10.31%
Holding current value
$1.9 Million
Previous $1.54 Million 24.98%
% of portfolio
1.04%
Previous 0.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$131.58 - $149.64 $157,896 - $179,567
1,200 Added 10.31%
12,840 $1.92 Million
Q2 2024

Aug 12, 2024
BUY
$127.05 - $137.39 $17,787 - $19,234
140 Added 1.22%
11,640 $1.54 Million
Q1 2024

May 09, 2024
BUY
$119.3 - $131.93 $95,440 - $105,544
800 Added 7.48%
11,500 $1.52 Million
Q3 2023

Nov 13, 2023
BUY
$105.4 - $118.17 $1.13 Million - $1.26 Million
10,700 New
10,700 $1.13 Million
Q1 2020

May 04, 2020
SELL
$58.76 - $119.9 $129,272 - $263,780
-2,200 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
$107.34 - $116.85 $236,148 - $257,070
2,200 New
2,200 $507,000

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

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Jupiter Wealth Management LLC Portfolio

Follow Jupiter Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email