Opal Wealth Advisors, LLC Ishares Tr Transaction History

Opal Wealth Advisors, LLC

$314 Million
Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 142 shares of ITA stock, worth $21,334. This represents 0.01% of its overall portfolio holdings.

Number of Shares

142

Holding current value

$21,334

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 16, 2025	BUY	$144.84 - $159.5 $20,567 - $22,649	142 New	142 $21,000
Q2 2024 Jul 12, 2024	BUY	$127.05 - $137.39 $26,680 - $28,851	210 New	210 $27,000

Others Institutions Holding ITA

# of Institutions

755

Shares Held

21M

Call Options Held

704K

Put Options Held

446K

Bank Of America Corp Charlotte, NC

4.1M
Shares

$615 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$288 Million
0.02% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

1.32M
Shares

$198 Million
1.15% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$167 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

827K
Shares

$124 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Opal Wealth Advisors, LLC Ishares Tr Transaction History