Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,545 shares of ITA stock, worth $398,496. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,545
Previous 1,582 60.87%
Holding current value
$398,496
Previous $209 Million 82.25%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 05, 2024
BUY
$131.58 - $149.64 $126,711 - $144,103
963 Added 60.87%
2,545 $381 Million
Q2 2024

Aug 07, 2024
BUY
$127.05 - $137.39 $200,993 - $217,350
1,582 New
1,582 $209 Million

Others Institutions Holding ITA

# of Institutions
723
Shares Held
18.7M
Call Options Held
315K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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