Moulton Wealth Management, Inc Ishares Tr Transaction History

Moulton Wealth Management, Inc

  • $137 Million
  • Q3 2025

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 10,209 shares of ITA stock, worth $2.2 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
10,209
Previous 19,047 46.4%
Holding current value
$2.2 Million
Previous $3.59 Million 40.55%
% of portfolio
1.55%
Previous 2.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$184.73 - $209.26 $1.63 Million - $1.85 Million
-8,838 Reduced 46.4%
10,209 $2.14 Million
Q2 2025

Jul 07, 2025
BUY
$135.31 - $188.64 $2.58 Million - $3.59 Million
19,047 New
19,047 $3.59 Million
Q2 2023

Jul 13, 2023
SELL
$108.66 - $117.41 $9,018 - $9,745
-83 Reduced 0.91%
9,005 $1.05 Million
Q1 2023

Apr 13, 2023
BUY
$108.43 - $117.74 $985,411 - $1.07 Million
9,088 New
9,088 $1.05 Million

Others Institutions Holding ITA

# of Institutions
849
Shares Held
20.1M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

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