Marks Wealth, LLC Ishares Tr Transaction History

Marks Wealth, LLC

$308 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$144.84 - $159.5 $11.9 Million - $13.1 Million	81,901 New	81,901 $12.5 Billion

Others Institutions Holding ITA

# of Institutions

792

Shares Held

19M

Call Options Held

859K

Put Options Held

536K

Bank Of America Corp Charlotte, NC

3.24M
Shares

$639 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$352 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$219 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$165 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$143 Million
0.03% of portfolio

About ISHARES TR

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