Thurston, Springer, Miller, Herd & Titak, Inc. Ishares Tr Transaction History

Thurston, Springer, Miller, Herd & Titak, Inc.

$46.2 Million
Q3 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$135.31 - $188.64 $6,765 - $9,432	50 Added 27.93%	229 $43,000
Q1 2025 Apr 10, 2025	BUY	$144.84 - $159.5 $7,242 - $7,975	50 Added 38.76%	179 $27,000
Q4 2024 Jan 14, 2025	BUY	$144.31 - $157.31 $7,071 - $7,708	49 Added 61.25%	129 $18,000
Q2 2024 Jul 05, 2024	BUY	$127.05 - $137.39 $10,164 - $10,991	80 New	80 $10,000

Others Institutions Holding ITA

# of Institutions

881

Shares Held

21.4M

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
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