Strategic Wealth Partners, Ltd. Ishares Tr Transaction History

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 23 shares of ITA stock, worth $4,743. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,743

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$135.31 - $188.64 $3,112 - $4,338	23 New	23 $4,000

Others Institutions Holding ITA

# of Institutions

887

Shares Held

21.7M

Call Options Held

1.04M

Put Options Held

441K

Bank Of America Corp Charlotte, NC

3M
Shares

$619 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$379 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$308 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$184 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

778K
Shares

$160 Million
0.04% of portfolio

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About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Strategic Wealth Partners, Ltd. Ishares Tr Transaction History