A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,624 shares of ITA stock, worth $239,588. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,624
Previous 1,624 -0.0%
Holding current value
$239,588
Previous $214,000 13.55%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$127.05 - $137.39 $206,329 - $223,121
1,624 New
1,624 $214,000
Q4 2022

Feb 06, 2023

SELL
$93.07 - $114.11 $7,538 - $9,242
-81 Reduced 73.64%
29 $3,000
Q3 2022

Nov 08, 2022

BUY
$91.19 - $108.67 $9,119 - $10,867
100 Added 1000.0%
110 $10,000
Q2 2022

Jul 19, 2022

BUY
$93.66 - $112.65 $936 - $1,126
10 New
10 $1,000
Q1 2021

Apr 29, 2021

SELL
$89.08 - $106.06 $2,672 - $3,181
-30 Closed
0 $0
Q4 2020

Jan 21, 2021

BUY
$74.72 - $96.94 $2,241 - $2,908
30 New
30 $3,000
Q1 2020

Apr 14, 2020

SELL
$58.76 - $119.9 $76,388 - $155,870
-1,300 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$107.34 - $116.85 $139,542 - $151,905
1,300 New
1,300 $289,000
Q1 2018

Apr 30, 2018

SELL
$94.18 - $102.65 $4,991 - $5,440
-53 Closed
0 $0
Q4 2017

Feb 01, 2018

BUY
$88.79 - $94.61 $4,705 - $5,014
53
53 $10,000

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.