Coordinated Financial Services, Inc. Ishares Tr Transaction History
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 2,059 shares of ITA stock, worth $424,030. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,059
Previous 2,061
0.1%
Holding current value
$424,030
Previous $389 Million
10.85%
% of portfolio
0.28%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding ITA
# of Institutions
972Shares Held
32.4MCall Options Held
654KPut Options Held
538K-
Envestnet Asset Management Inc4.78MShares$984 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$582 Million0.18% of portfolio
-
Morgan Stanley New York, NY2.82MShares$581 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.76MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$231 Million0.05% of portfolio