Savant Capital, LLC Ishares Tr Transaction History

Savant Capital, LLC

$10.2 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$119.3 - $131.93 $2,505 - $2,770	21 Added 1.31%	1,620 $213,000
Q4 2023 Feb 05, 2024	BUY	$103.16 - $126.68 $164,952 - $202,561	1,599 New	1,599 $202,000

Others Institutions Holding ITA

# of Institutions

662

Shares Held

24.1M

Call Options Held

169K

Put Options Held

180K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.35 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$268 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

905K
Shares

$133 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$105 Million
0.02% of portfolio

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