Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.32 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 20,561 shares of ITA stock, worth $3.23 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

20,561

Holding current value

$3.23 Million

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$144.84 - $159.5 $2.98 Million - $3.28 Million	20,561 New	20,561 $3.15 Million

Others Institutions Holding ITA

# of Institutions

766

Shares Held

19.9M

Call Options Held

928K

Put Options Held

479K

Bank Of America Corp Charlotte, NC

4.1M
Shares

$643 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$300 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$174 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$132 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$114 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Wcg Wealth Advisors LLC Ishares Tr Transaction History