A detailed history of Lm Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Lm Advisors LLC holds 3,843 shares of ITA stock, worth $581,945. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,843
Previous 3,767 2.02%
Holding current value
$581,945
Previous $497,000 2.01%
% of portfolio
0.0%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$127.05 - $137.39 $9,655 - $10,441
76 Added 2.02%
3,843 $507,000
Q1 2024

May 15, 2024

BUY
$119.3 - $131.93 $81,601 - $90,240
684 Added 22.19%
3,767 $497,000
Q4 2023

Feb 14, 2024

BUY
$103.16 - $126.68 $318,042 - $390,554
3,083 New
3,083 $390 Million

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Lm Advisors LLC Portfolio

Follow Lm Advisors 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 Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.