Surience Private Wealth LLC Ishares Tr Transaction History

Surience Private Wealth LLC

  • $104 Million
  • Q3 2025

A detailed history of Surience Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Surience Private Wealth LLC holds 64,527 shares of ITA stock, worth $13.3 Million. This represents 13.02% of its overall portfolio holdings.

Number of Shares
64,527
Previous 67,127 3.87%
Holding current value
$13.3 Million
Previous $12.7 Million 6.63%
% of portfolio
13.02%
Previous 12.35%

Shares

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

Oct 09, 2025
SELL
$184.73 - $209.26 $480,298 - $544,076
-2,600 Reduced 3.87%
64,527 $13.5 Million
Q2 2025

Jul 15, 2025
BUY
$135.31 - $188.64 $9.08 Million - $12.7 Million
67,127 New
67,127 $12.7 Million
Q1 2023

May 04, 2023
BUY
$108.43 - $117.74 $10.5 Million - $11.4 Million
96,614 New
96,614 $11.1 Million

Others Institutions Holding ITA

# of Institutions
973
Shares Held
32.4M
Call Options Held
654K
Put Options Held
538K
View Full List

About ISHARES TR

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