Octavia Wealth Advisors, LLC Ishares Tr Transaction History

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 618,442 shares of IMTB stock, worth $27.3 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
618,442
Previous 581,061 6.43%
Holding current value
$27.3 Million
Previous $25.4 Million 7.85%
% of portfolio
2.76%
Previous 2.91%

Shares

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

Oct 27, 2025
BUY
$42.98 - $44.52 $1.61 Million - $1.66 Million
37,381 Added 6.43%
618,442 $27.3 Million
Q2 2025

Jul 15, 2025
BUY
$42.53 - $43.63 $4.1 Million - $4.2 Million
96,360 Added 19.88%
581,061 $25.4 Million
Q1 2025

Apr 14, 2025
BUY
$41.91 - $43.46 $11.3 Million - $11.7 Million
268,451 Added 124.14%
484,701 $21 Million
Q4 2024

Jan 17, 2025
BUY
$42.29 - $44.45 $9.15 Million - $9.61 Million
216,250 New
216,250 $9.18 Million

Others Institutions Holding IMTB

# of Institutions
58
Shares Held
5.06M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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