Plan Group Financial, LLC Ishares Tr Transaction History

Plan Group Financial, LLC

$295 Million
Q2 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Plan Group Financial, LLC holds 2,703 shares of ITA stock, worth $561,359. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,703

Holding current value

$561,359

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$135.31 - $188.64 $365,742 - $509,893	2,703 New	2,703 $509,000

Others Institutions Holding ITA

# of Institutions

850

Shares Held

20.2M

Call Options Held

1.04M

Put Options Held

416K

Bank Of America Corp Charlotte, NC

3M
Shares

$623 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$382 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$310 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$185 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

778K
Shares

$162 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
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Plan Group Financial, LLC Ishares Tr Transaction History