Surience Private Wealth LLC Ishares Tr Transaction History

Surience Private Wealth LLC

  • $103 Million
  • Q2 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 67,127 shares of ITA stock, worth $13.3 Million. This represents 12.35% of its overall portfolio holdings.

Number of Shares
67,127
Holding current value
$13.3 Million
% of portfolio
12.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
802
Shares Held
19M
Call Options Held
913K
Put Options Held
356K
View Full List

About ISHARES TR

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