Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,782 shares of ITA stock, worth $894,417. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,782
Previous 5,503 5.07%
Holding current value
$894,417
Previous $726,000 19.15%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$131.58 - $149.64 $36,710 - $41,749
279 Added 5.07%
5,782 $865,000
Q2 2024

Aug 08, 2024
BUY
$127.05 - $137.39 $224,624 - $242,905
1,768 Added 47.34%
5,503 $726,000
Q1 2024

May 06, 2024
BUY
$119.3 - $131.93 $108,682 - $120,188
911 Added 32.26%
3,735 $492,000
Q4 2023

Feb 06, 2024
BUY
$103.16 - $126.68 $27,440 - $33,696
266 Added 10.4%
2,824 $357,000
Q3 2023

Nov 06, 2023
BUY
$105.4 - $118.17 $27,614 - $30,960
262 Added 11.41%
2,558 $271,000
Q2 2023

Jul 31, 2023
BUY
$108.66 - $117.41 $325 - $352
3 Added 0.13%
2,296 $267,000
Q1 2023

May 09, 2023
BUY
$108.43 - $117.74 $325 - $353
3 Added 0.13%
2,293 $263,000
Q4 2022

Feb 13, 2023
BUY
$93.07 - $114.11 $279 - $342
3 Added 0.13%
2,290 $256,000
Q3 2022

Nov 14, 2022
BUY
$91.19 - $108.67 $455 - $543
5 Added 0.22%
2,287 $209,000
Q2 2022

Aug 09, 2022
BUY
$93.66 - $112.65 $374 - $450
4 Added 0.18%
2,282 $226,000
Q1 2022

May 09, 2022
BUY
$98.82 - $112.95 $197 - $225
2 Added 0.09%
2,278 $252,000
Q4 2021

Feb 14, 2022
BUY
$95.53 - $108.96 $191 - $217
2 Added 0.09%
2,276 $234,000
Q3 2021

Nov 15, 2021
SELL
$100.96 - $110.33 $12,720 - $13,901
-126 Reduced 5.25%
2,274 $237,000
Q2 2021

Aug 13, 2021
BUY
$102.24 - $112.9 $13,495 - $14,902
132 Added 5.82%
2,400 $263,000
Q1 2021

May 17, 2021
BUY
$89.08 - $106.06 $202,033 - $240,544
2,268 New
2,268 $236,000
Q2 2020

Aug 14, 2020
SELL
$67.92 - $96.92 $97,397 - $138,983
-1,434 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$58.76 - $119.9 $20,154 - $41,125
343 Added 31.44%
1,434 $206,000
Q4 2019

Feb 14, 2020
BUY
$107.34 - $116.85 $644 - $701
6 Added 0.55%
1,091 $242,000
Q3 2019

Nov 12, 2019
BUY
$103.28 - $115.56 $112,058 - $125,382
1,085 New
1,085 $244,000

Others Institutions Holding ITA

# of Institutions
701
Shares Held
18.7M
Call Options Held
309K
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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