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 564 shares of ITB stock, worth $57,967. This represents 0.0% of its overall portfolio holdings.

Number of Shares

564

Previous 64,721 99.13%

Holding current value

$57,967

Previous $6.69 Million 99.22%

% of portfolio

0.0%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$85.52 - $96.61 $5.49 Million - $6.2 Million	-64,157 Reduced 99.13%	564 $52,000
Q4 2024 Feb 14, 2025	BUY	$103.31 - $129.34 $6.69 Million - $8.37 Million	64,721 New	64,721 $6.69 Million
Q1 2022 May 19, 2022	SELL	$59.26 - $81.62 $2.82 Million - $3.88 Million	-47,563 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$66.2 - $83.04 $295,119 - $370,192	4,458 Added 10.34%	47,563 $3.94 Million
Q3 2021 Nov 12, 2021	BUY	$66.08 - $74.05 $24,383 - $27,324	369 Added 0.86%	43,105 $2.85 Million
Q2 2021 Aug 25, 2021	SELL	$66.57 - $77.09 $234,725 - $271,819	-3,526 Reduced 7.62%	42,736 $2.96 Million
Q1 2021 May 24, 2021	BUY	$54.6 - $68.53 $2.53 Million - $3.17 Million	46,262 New	46,262 $3.14 Million

Others Institutions Holding ITB

# of Institutions

407

Shares Held

21.2M

Call Options Held

3.59M

Put Options Held

7.38M

View Full List

About ISHARES TR

Ticker ITB
Sector ETFs
Industry ETFs

More about ITB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

Strategic Wealth Partners, Ltd. Ishares Tr Transaction History