Phoenix Wealth Advisors Ishares Tr Transaction History

Phoenix Wealth Advisors

$164 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$95.53 - $108.96 $34,390 - $39,225	-360 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$74.72 - $96.94 $26,899 - $34,898	360 New	360 $34,000

Others Institutions Holding ITA

# of Institutions

649

Shares Held

24.7M

Call Options Held

673K

Put Options Held

275K

Bank Of America Corp Charlotte, NC

9.12M
Shares

$1.22 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.97M
Shares

$263 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

874K
Shares

$117 Million
0.06% of portfolio
Global Assets Advisory, LLC Orlando, FL

844K
Shares

$113 Million
0.29% of portfolio
Ameriprise Financial Inc Minneapolis, MN

742K
Shares

$99.1 Million
0.03% of portfolio

About ISHARES TR

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