A detailed history of Massachusetts Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Massachusetts Wealth Management holds 6,682 shares of ITA stock, worth $991,942. This represents 0.63% of its overall portfolio holdings.

Number of Shares
6,682
Previous 5,867 13.89%
Holding current value
$991,942
Previous $775 Million 29.06%
% of portfolio
0.63%
Previous 0.52%

Shares

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

Oct 23, 2024

BUY
$131.58 - $149.64 $107,237 - $121,956
815 Added 13.89%
6,682 $1 Billion
Q2 2024

Jul 31, 2024

BUY
$127.05 - $137.39 $149,919 - $162,120
1,180 Added 25.18%
5,867 $775 Million
Q1 2024

Apr 19, 2024

BUY
$119.3 - $131.93 $106,415 - $117,681
892 Added 23.5%
4,687 $618 Million
Q4 2023

Jan 24, 2024

BUY
$103.16 - $126.68 $391,492 - $480,750
3,795 New
3,795 $480 Million

Others Institutions Holding ITA

About ISHARES TR


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

Track Massachusetts Wealth Management Portfolio

Follow Massachusetts Wealth Management 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 Massachusetts Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Massachusetts Wealth Management with notifications on news.