Worth Asset Management, LLC Ishares U S ETF Tr Transaction History

Worth Asset Management, LLC

$183 Million
Q2 2025

A detailed history of Worth Asset Management, LLC transactions in Ishares U S ETF Tr stock. As of the latest transaction made, Worth Asset Management, LLC holds 2,768 shares of IETC stock, worth $274,640. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,768

Holding current value

$274,640

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 10, 2025	BUY	$67.28 - $94.0 $186,231 - $260,192	2,768 New	2,768 $257,000

Others Institutions Holding IETC

# of Institutions

105

Shares Held

2.54M

Call Options Held

3.9K

Put Options Held

200

Kozak & Associates, Inc. Highlands Ranch, CO

682K
Shares

$67.7 Million
13.16% of portfolio
Mirae Asset Global Investments Co., Ltd.

141K
Shares

$14 Million
0.05% of portfolio
Beacon Harbor Wealth Advisors, Inc.

129K
Shares

$12.8 Million
3.14% of portfolio
Gradient Investments LLC

124K
Shares

$12.3 Million
0.26% of portfolio
Mml Investors Services, LLC Springfield, MA

104K
Shares

$10.3 Million
0.03% of portfolio

View Full List

About ISHARES U S ETF TR

Ticker IETC
Sector ETFs
Industry ETFs

More about IETC

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Worth Asset Management, LLC Ishares U S ETF Tr Transaction History