Unique Wealth, LLC Ishares Tr Transaction History

Unique Wealth, LLC

$437 Billion
Q3 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 1,421 shares of ITA stock, worth $210,947. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,421

Holding current value

$210,947

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 03, 2024	BUY	$131.58 - $149.64 $186,975 - $212,638	1,421 New	1,421 $213 Million

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$596 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$277 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$145 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$107 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account