Vest Gen Advisors, LLC Ishares Tr Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 12,340 shares of ITA stock, worth $2.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

12,340

Holding current value

$2.31 Million

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$144.84 - $159.5 $1.79 Million - $1.97 Million	12,340 New	12,340 $1.89 Billion

Others Institutions Holding ITA

# of Institutions

774

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

Bank Of America Corp Charlotte, NC

3.24M
Shares

$608 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$336 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$208 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$157 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$136 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Vest Gen Advisors, LLC Ishares Tr Transaction History