Transform Wealth, LLC Ishares Tr Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 1,500 shares of ITA stock, worth $233,370. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,500

Holding current value

$233,370

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$144.31 - $157.31 $216,465 - $235,965	1,500 New	1,500 $218,000

Others Institutions Holding ITA

# of Institutions

708

Shares Held

18.6M

Call Options Held

315K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$625 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$291 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$152 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$117 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$112 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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