Wealth Effects LLC Ishares Tr Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Effects LLC holds 2,157 shares of ITA stock, worth $337,743. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,157
Previous 1,821 18.45%
Holding current value
$337,743
Previous $272,000 15.07%
% of portfolio
0.12%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$144.31 - $157.31 $48,488 - $52,856
336 Added 18.45%
2,157 $313,000
Q3 2024

Oct 21, 2024
BUY
$131.58 - $149.64 $1,315 - $1,496
10 Added 0.55%
1,821 $272,000
Q2 2024

Aug 02, 2024
SELL
$127.05 - $137.39 $4,827 - $5,220
-38 Reduced 2.06%
1,811 $239,000
Q1 2024

Apr 22, 2024
BUY
$119.3 - $131.93 $220,585 - $243,938
1,849 New
1,849 $243,000

Others Institutions Holding ITA

# of Institutions
723
Shares Held
18.7M
Call Options Held
315K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email