Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,403 shares of INTF stock, worth $404,100. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,403
Previous 13,292 0.84%
Holding current value
$404,100
Previous $417,000 7.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 03, 2025
BUY
$28.54 - $31.26 $3,167 - $3,469
111 Added 0.84%
13,403 $384,000
Q2 2024

Aug 08, 2024
BUY
$28.57 - $30.77 $4,142 - $4,461
145 Added 1.1%
13,292 $388,000
Q4 2023

Feb 06, 2024
SELL
$24.65 - $28.04 $35,496 - $40,377
-1,440 Reduced 9.87%
13,147 $368,000
Q2 2023

Jul 31, 2023
BUY
$25.98 - $27.24 $3,663 - $3,840
141 Added 0.98%
14,587 $391,000
Q4 2022

Feb 13, 2023
BUY
$20.88 - $25.33 $939 - $1,139
45 Added 0.31%
14,446 $355,000
Q2 2022

Aug 09, 2022
BUY
$23.22 - $27.99 $3,529 - $4,254
152 Added 1.07%
14,401 $339,000
Q1 2022

May 09, 2022
BUY
$25.58 - $29.4 $972 - $1,117
38 Added 0.27%
14,249 $394,000
Q4 2021

Feb 14, 2022
BUY
$28.11 - $30.24 $4,610 - $4,959
164 Added 1.17%
14,211 $410,000
Q3 2021

Nov 15, 2021
BUY
$29.02 - $30.98 $407,643 - $435,176
14,047 New
14,047 $408,000
Q2 2021

Aug 13, 2021
SELL
$29.11 - $31.55 $466,458 - $505,557
-16,024 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$27.02 - $29.01 $432,968 - $464,856
16,024 New
16,024 $460,000

Others Institutions Holding INTF

# of Institutions
154
Shares Held
42.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email