Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,689 shares of ITA stock, worth $334,878. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,689
Previous 1,015 66.4%
Holding current value
$334,878
Previous $155,000 105.16%
% of portfolio
0.14%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$135.31 - $188.64 $91,198 - $127,143
674 Added 66.4%
1,689 $318,000
Q1 2025

Apr 21, 2025
BUY
$144.84 - $159.5 $147,012 - $161,892
1,015 New
1,015 $155,000

Others Institutions Holding ITA

# of Institutions
795
Shares Held
19M
Call Options Held
859K
Put Options Held
536K
View Full List

About ISHARES TR

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