Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

  • $229 Million
  • Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 3,938 shares of ITA stock, worth $616,612. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,938
Previous 3,968 0.76%
Holding current value
$616,612
Previous $593,000 3.54%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Jan 16, 2025
SELL
$144.31 - $157.31 $4,329 - $4,719
-30 Reduced 0.76%
3,938 $572,000
Q3 2024

Oct 21, 2024
SELL
$131.58 - $149.64 $2,500 - $2,843
-19 Reduced 0.48%
3,968 $593,000
Q2 2024

Jul 12, 2024
BUY
$127.05 - $137.39 $177,997 - $192,483
1,401 Added 54.18%
3,987 $526,000
Q1 2024

Apr 12, 2024
SELL
$119.3 - $131.93 $4,294 - $4,749
-36 Reduced 1.37%
2,586 $341,000
Q4 2023

Jan 10, 2024
BUY
$103.16 - $126.68 $270,485 - $332,154
2,622 New
2,622 $331,000

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
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