Wealth Shield Partners, LLC Ishares Tr Transaction History

Wealth Shield Partners, LLC

$796 Million
Q2 2025

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 54 shares of ITA stock, worth $11,137. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$11,137

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$135.31 - $188.64 $7,306 - $10,186	54 New	54 $10,000
Q4 2024 Feb 04, 2025	BUY	$144.31 - $157.31 $44,591 - $48,608	309 Added 835.14%	346 $50,000
Q3 2024 Nov 04, 2024	BUY	$131.58 - $149.64 $4,868 - $5,536	37 New	37 $5,000
Q4 2023 Jan 23, 2024	BUY	$103.16 - $126.68 $44,049 - $54,092	427 Added 26.69%	2,027 $256,000
Q2 2023 Aug 03, 2023	SELL	$108.66 - $117.41 $8,149 - $8,805	-75 Reduced 4.48%	1,600 $186,000
Q1 2023 May 08, 2023	SELL	$108.43 - $117.74 $178,584 - $193,917	-1,647 Reduced 49.58%	1,675 $192,000
Q4 2022 Feb 13, 2023	BUY	$93.07 - $114.11 $309,178 - $379,073	3,322 New	3,322 $371,000
Q2 2022 Aug 11, 2022	SELL	$93.66 - $112.65 $1.8 Million - $2.17 Million	-19,271 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$98.82 - $112.95 $1.9 Million - $2.18 Million	19,271 New	19,271 $2.14 Million

Others Institutions Holding ITA

# of Institutions

877

Shares Held

21.4M

Call Options Held

1.04M

Put Options Held

416K

Bank Of America Corp Charlotte, NC

3M
Shares

$619 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$379 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$308 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$184 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

778K
Shares

$160 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
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Wealth Shield Partners, LLC Ishares Tr Transaction History