Outlook Wealth Advisors, LLC Ishares Tr Transaction History

Outlook Wealth Advisors, LLC

$289 Million
Q4 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,622 shares of ITB stock, worth $941,867. This represents 0.31% of its overall portfolio holdings.

Number of Shares

8,622

Previous 8,845 2.52%

Holding current value

$941,867

Previous $1.12 Million 20.73%

% of portfolio

0.31%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$103.31 - $129.34 $23,038 - $28,842	-223 Reduced 2.52%	8,622 $891,000
Q3 2024 Oct 23, 2024	SELL	$97.52 - $128.64 $1.42 Million - $1.88 Million	-14,578 Reduced 62.24%	8,845 $1.12 Million
Q2 2024 Jul 18, 2024	BUY	$100.52 - $113.96 $41,414 - $46,951	412 Added 1.79%	23,423 $2.37 Million
Q1 2024 Apr 22, 2024	SELL	$97.53 - $115.77 $11,313 - $13,429	-116 Reduced 0.5%	23,011 $2.66 Million
Q4 2023 Jan 29, 2024	SELL	$71.4 - $102.59 $47,409 - $68,119	-664 Reduced 2.79%	23,127 $2.35 Million
Q3 2023 Oct 10, 2023	BUY	$77.76 - $89.31 $19,440 - $22,327	250 Added 1.06%	23,791 $1.87 Million
Q2 2023 Jul 10, 2023	SELL	$67.91 - $85.44 $15,008 - $18,882	-221 Reduced 0.93%	23,541 $2.01 Million
Q1 2023 Apr 18, 2023	BUY	$61.44 - $73.21 $1.46 Million - $1.74 Million	23,762 New	23,762 $1.67 Million

Others Institutions Holding ITB

# of Institutions

412

Shares Held

18.7M

Call Options Held

3.59M

Put Options Held

5.52M

View Full List

About ISHARES TR

Ticker ITB
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Outlook Wealth Advisors, LLC Ishares Tr Transaction History