A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 1,945 shares of ITA stock, worth $300,308. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,945
Previous 1,962 0.87%
Holding current value
$300,308
Previous $228,000 9.65%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$105.4 - $118.17 $1,791 - $2,008
-17 Reduced 0.87%
1,945 $206,000
Q2 2023

Aug 07, 2023

SELL
$108.66 - $117.41 $1,955 - $2,113
-18 Reduced 0.91%
1,962 $228,000
Q1 2023

May 08, 2023

BUY
$108.43 - $117.74 $325 - $353
3 Added 0.15%
1,980 $227,000
Q4 2022

Feb 06, 2023

BUY
$93.07 - $114.11 $183,999 - $225,595
1,977 New
1,977 $221,000
Q4 2020

Feb 05, 2021

SELL
$74.72 - $96.94 $1,120 - $1,454
-15 Closed
0 $0
Q3 2020

Oct 16, 2020

BUY
$77.31 - $86.07 $1,159 - $1,291
15 New
15 $2,000

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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