A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 3,968 shares of ITA stock, worth $611,548. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,968
Previous 3,987 0.48%
Holding current value
$611,548
Previous $526,000 12.74%
% of portfolio
0.28%
Previous 0.26%

Shares

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

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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