A detailed history of Optimum Investment Advisors transactions in Ishares Tr stock. As of the latest transaction made, Optimum Investment Advisors holds 200 shares of ITA stock, worth $29,070. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$29,070
Previous $26,000 11.54%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024

SELL
$103.16 - $126.68 $170,214 - $209,022
-1,650 Reduced 89.19%
200 $25,000
Q3 2021

Oct 22, 2021

SELL
$100.96 - $110.33 $20,192 - $22,066
-200 Reduced 9.76%
1,850 $193,000
Q4 2020

Jan 21, 2021

BUY
$74.72 - $96.94 $69,116 - $89,669
925 Added 82.22%
2,050 $194,000
Q3 2020

Oct 06, 2020

SELL
$77.31 - $86.07 $31,542 - $35,116
-408 Reduced 26.61%
1,125 $178,000
Q2 2020

Jul 16, 2020

SELL
$67.92 - $96.92 $10,120 - $14,441
-149 Reduced 8.86%
1,533 $253,000
Q1 2020

Apr 21, 2020

SELL
$58.76 - $119.9 $20,683 - $42,204
-352 Reduced 17.31%
1,682 $242,000
Q4 2019

Jan 22, 2020

BUY
$107.34 - $116.85 $322 - $350
3 Added 0.15%
2,034 $452,000
Q3 2019

Oct 17, 2019

BUY
$103.28 - $115.56 $103 - $115
1 Added 0.05%
2,031 $456,000
Q2 2019

Jul 29, 2019

SELL
$99.62 - $107.96 $1,892 - $2,051
-19 Reduced 0.93%
2,030 $435,000
Q1 2019

May 03, 2019

SELL
$84.17 - $104.72 $1,178 - $1,466
-14 Reduced 0.68%
2,049 $409,000
Q4 2018

Feb 04, 2019

SELL
$81.01 - $108.82 $62,134 - $83,464
-767 Reduced 27.1%
2,063 $357,000
Q3 2018

Oct 05, 2018

SELL
$96.46 - $108.81 $19,292 - $21,762
-200 Reduced 6.6%
2,830 $613,000
Q2 2018

Oct 05, 2018

BUY
$93.86 - $102.91 $5,725 - $6,277
61 Added 2.05%
3,030 $583,000
Q1 2018

May 09, 2018

BUY
$94.18 - $102.65 $107,647 - $117,328
1,143 Added 62.6%
2,969 $588,000
Q4 2017

Jan 16, 2018

SELL
$88.79 - $94.61 $17,758 - $18,922
-200 Reduced 9.87%
1,826 $344,000
Q3 2017

Nov 21, 2017

BUY
$88.6 - $89.39 $179,503 - $181,104
2,026
2,026 $361,000

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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