True Private Wealth Advisors Ishares Tr Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 14, 2019	SELL	$81.01 - $108.82 $61,324 - $82,376	-757 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$96.46 - $108.81 $73,020 - $82,369	757 New	757 $0

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$621 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$289 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$151 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

Ticker ITA
Sector ETFs
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