Octavia Wealth Advisors, LLC Ishares Tr Transaction History

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 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 581,061 shares of IMTB stock, worth $25.3 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
581,061
Previous 484,701 19.88%
Holding current value
$25.3 Million
Previous $21 Million 20.77%
% of portfolio
2.91%
Previous 2.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
54
Shares Held
4.87M
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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