Jupiter Wealth Management LLC Ishares Tr Transaction History

Jupiter Wealth Management LLC

$153 Million
Q1 2025

A detailed history of Jupiter Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 11,549 shares of ITA stock, worth $2.05 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

11,549

Previous 12,840 10.05%

Holding current value

$2.05 Million

Previous $1.92 Million 7.96%

% of portfolio

1.16%

Previous 1.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	SELL	$144.84 - $159.5 $186,988 - $205,914	-1,291 Reduced 10.05%	11,549 $1.77 Million
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

774

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Jupiter Wealth Management LLC Ishares Tr Transaction History