Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

$856 Million
Q3 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 10,378 shares of ITA stock, worth $2.14 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,378

Previous 10,377 0.01%

Holding current value

$2.14 Million

Previous $1.96 Million 10.94%

% of portfolio

0.25%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$184.73 - $209.26 $184 - $209	1 Added 0.01%	10,378 $2.17 Million
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

972

Shares Held

32.4M

Call Options Held

654K

Put Options Held

538K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Ishares Tr Transaction History