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 $736,330. This represents 0.04% of its overall portfolio holdings.

Number of Shares

31,862

Holding current value

$736,330

% 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

2.18M

Call Options Held

Put Options Held

Ubs Group Ag

429K
Shares

$9.91 Million
0.0% of portfolio
Morgan Stanley New York, NY

320K
Shares

$7.4 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

271K
Shares

$6.25 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

211K
Shares

$4.87 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

96.4K
Shares

$2.23 Million
0.0% of portfolio

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About ISHARES TR GENOMICS IMMUNOLOGY

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