Smallwood Wealth Investment Management, LLC Ishares Tr Transaction History

Smallwood Wealth Investment Management, LLC

  • $185 Million
  • Q3 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 105 shares of ITB stock, worth $10,791. This represents 0.01% of its overall portfolio holdings.

Number of Shares
105
Previous 116 9.48%
Holding current value
$10,791
Previous $10,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$94.18 - $117.14 $1,035 - $1,288
-11 Reduced 9.48%
105 $11,000
Q2 2025

Oct 02, 2025
BUY
$85.52 - $96.61 $940 - $1,062
11 Added 10.48%
116 $10,000
Q1 2025

Apr 25, 2025
BUY
$93.86 - $111.45 $9,855 - $11,702
105 New
105 $9,000

Others Institutions Holding ITB

# of Institutions
404
Shares Held
21.1M
Call Options Held
3.59M
Put Options Held
7.38M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
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