Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

$832 Million
Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 10,377 shares of ITA stock, worth $2.06 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,377

Previous 10,202 1.72%

Holding current value

$2.06 Million

Previous $1.56 Million 25.37%

% of portfolio

0.24%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$135.31 - $188.64 $23,679 - $33,012	175 Added 1.72%	10,377 $1.96 Million
Q1 2025 Apr 23, 2025	BUY	$144.84 - $159.5 $2,172 - $2,392	15 Added 0.15%	10,202 $1.56 Million
Q4 2024 Jan 17, 2025	BUY	$144.31 - $157.31 $72,155 - $78,655	500 Added 5.16%	10,187 $1.48 Million
Q3 2024 Nov 01, 2024	SELL	$131.58 - $149.64 $594,741 - $676,372	-4,520 Reduced 31.82%	9,687 $1.45 Million
Q2 2024 Jul 30, 2024	BUY	$127.05 - $137.39 $9,528 - $10,304	75 Added 0.53%	14,207 $1.88 Million
Q1 2024 May 08, 2024	BUY	$119.3 - $131.93 $1.69 Million - $1.86 Million	14,132 New	14,132 $1.86 Million
Q3 2023 Oct 23, 2023	BUY	$105.4 - $118.17 $2,318 - $2,599	22 New	22 $2,000

Others Institutions Holding ITA

# of Institutions

795

Shares Held

19M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Sheets Smith Wealth Management Ishares Tr Transaction History