Winch Advisory Services, LLC Ishares Tr Transaction History

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 897 shares of ITA stock, worth $184,728. This represents 0.04% of its overall portfolio holdings.

Number of Shares
897
Previous 894 0.34%
Holding current value
$184,728
Previous $168,000 11.31%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$184.73 - $209.26 $554 - $627
3 Added 0.34%
897 $187,000
Q2 2025

Aug 07, 2025
BUY
$135.31 - $188.64 $135 - $188
1 Added 0.11%
894 $168,000
Q1 2025

May 05, 2025
BUY
$144.84 - $159.5 $289 - $319
2 Added 0.22%
893 $136,000
Q4 2024

Jan 14, 2025
SELL
$144.31 - $157.31 $9,235 - $10,067
-64 Reduced 6.7%
891 $129,000
Q3 2024

Oct 21, 2024
BUY
$131.58 - $149.64 $131 - $149
1 Added 0.1%
955 $142,000
Q2 2024

Jul 31, 2024
BUY
$127.05 - $137.39 $254 - $274
2 Added 0.21%
954 $125,000
Q1 2024

May 14, 2024
BUY
$119.3 - $131.93 $238 - $263
2 Added 0.21%
952 $125,000
Q4 2023

Jan 18, 2024
BUY
$103.16 - $126.68 $515 - $633
5 Added 0.53%
950 $120,000
Q3 2023

Nov 06, 2023
SELL
$105.4 - $118.17 $6,324 - $7,090
-60 Reduced 5.97%
945 $100,000
Q2 2023

Aug 08, 2023
BUY
$108.66 - $117.41 $217 - $234
2 Added 0.2%
1,005 $117,000
Q1 2023

May 10, 2023
BUY
$108.43 - $117.74 $19,300 - $20,957
178 Added 21.58%
1,003 $115,000
Q4 2022

Jan 26, 2023
BUY
$93.07 - $114.11 $70,733 - $86,723
760 Added 1169.23%
825 $92,000
Q3 2022

Oct 31, 2022
SELL
$91.19 - $108.67 $1,823 - $2,173
-20 Reduced 23.53%
65 $6,000
Q1 2022

Apr 26, 2022
BUY
$98.82 - $112.95 $5,435 - $6,212
55 Added 183.33%
85 $9,000
Q4 2020

Feb 09, 2021
BUY
$74.72 - $96.94 $1,120 - $1,454
15 Added 100.0%
30 $3,000
Q2 2020

Aug 12, 2020
BUY
$67.92 - $96.92 $1,018 - $1,453
15 New
15 $2,000

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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