Transform Wealth, LLC Ishares Tr Genomics Immunology Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Tr Genomics Immunology stock. As of the latest transaction made, Transform Wealth, LLC holds 31,862 shares of IDNA stock, worth $726,453. This represents 0.04% of its overall portfolio holdings.

Number of Shares

31,862

Holding current value

$726,453

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$22.38 - $25.53 $713,071 - $813,436	31,862 New	31,862 $721,000

Others Institutions Holding IDNA

# of Institutions

Shares Held

1.74M

Call Options Held

Put Options Held

Ubs Group Ag

433K
Shares

$9.87 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

328K
Shares

$7.49 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

271K
Shares

$6.18 Million
0.3% of portfolio
Royal Bank Of Canada Toronto, A6

69.3K
Shares

$1.58 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

58.1K
Shares

$1.32 Million
0.0% of portfolio

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About ISHARES TR GENOMICS IMMUNOLOGY

Ticker IDNA
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Transform Wealth, LLC Ishares Tr Genomics Immunology Transaction History