A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 50 shares of ITA stock, worth $7,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 50 -0.0%
Holding current value
$7,381
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2024

SELL
$103.16 - $126.68 $3,920 - $4,813
-38 Reduced 43.18%
50 $6,000
Q3 2023

Nov 07, 2023

BUY
$105.4 - $118.17 $4,005 - $4,490
38 Added 76.0%
88 $9,000
Q2 2023

Aug 07, 2023

BUY
$108.66 - $117.41 $5,433 - $5,870
50 New
50 $5,000
Q4 2021

Feb 09, 2022

SELL
$95.53 - $108.96 $33,817 - $38,571
-354 Closed
0 $0
Q3 2021

Nov 08, 2021

SELL
$100.96 - $110.33 $6,057 - $6,619
-60 Reduced 14.49%
354 $37,000
Q2 2021

Aug 10, 2021

SELL
$102.24 - $112.9 $16,767 - $18,515
-164 Reduced 28.37%
414 $45,000
Q1 2021

May 13, 2021

BUY
$89.08 - $106.06 $51,488 - $61,302
578 New
578 $60,000
Q4 2020

Feb 09, 2021

SELL
$74.72 - $96.94 $18,978 - $24,622
-254 Closed
0 $0
Q2 2020

Aug 10, 2020

BUY
$67.92 - $96.92 $17,251 - $24,617
254 New
254 $42,000
Q1 2020

May 07, 2020

SELL
$58.76 - $119.9 $8,990 - $18,344
-153 Closed
0 $0
Q1 2019

May 13, 2019

SELL
$84.17 - $104.72 $2,104 - $2,618
-25 Reduced 14.04%
153 $31,000
Q4 2018

Jan 29, 2019

BUY
$81.01 - $108.82 $2,025 - $2,720
25 Added 16.34%
178 $31,000
Q3 2017

Nov 08, 2017

BUY
$88.6 - $89.39 $13,555 - $13,676
153
153 $27,000

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.