9258 Wealth Management, LLC Ishares Tr Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,453 shares of ITA stock, worth $227,714. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,453
Holding current value
$227,714
% of portfolio
0.03%

Shares

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

Nov 12, 2024
BUY
$131.58 - $149.64 $191,185 - $217,426
1,453 New
1,453 $217,000
Q1 2023

May 03, 2023
SELL
$108.43 - $117.74 $759 - $824
-7 Reduced 0.36%
1,915 $220,000
Q4 2022

Feb 03, 2023
BUY
$93.07 - $114.11 $178,880 - $219,319
1,922 New
1,922 $214,000
Q2 2022

Aug 04, 2022
BUY
$93.66 - $112.65 $1,966 - $2,365
21 Added 0.76%
2,770 $275,000
Q1 2022

May 13, 2022
BUY
$98.82 - $112.95 $29,942 - $34,223
303 Added 12.39%
2,749 $305,000
Q4 2021

Feb 11, 2022
BUY
$95.53 - $108.96 $95 - $108
1 Added 0.04%
2,446 $251,000
Q3 2021

Nov 12, 2021
SELL
$100.96 - $110.33 $7,874 - $8,605
-78 Reduced 3.09%
2,445 $255,000
Q2 2021

Aug 13, 2021
BUY
$102.24 - $112.9 $102 - $112
1 Added 0.04%
2,523 $276,000
Q1 2021

May 11, 2021
SELL
$89.08 - $106.06 $37,146 - $44,227
-417 Reduced 14.19%
2,522 $263,000
Q4 2020

Feb 10, 2021
BUY
$74.72 - $96.94 $93,848 - $121,756
1,256 Added 74.63%
2,939 $278,000
Q3 2020

Nov 13, 2020
SELL
$77.31 - $86.07 $42,520 - $47,338
-550 Reduced 24.63%
1,683 $254,000
Q2 2020

Aug 13, 2020
SELL
$67.92 - $96.92 $10,867 - $15,507
-160 Reduced 6.69%
2,233 $368,000
Q1 2020

May 05, 2020
SELL
$58.76 - $119.9 $8,578 - $17,505
-146 Reduced 5.75%
2,393 $362,000
Q4 2019

Feb 06, 2020
BUY
$107.34 - $116.85 $4,615 - $5,024
43 Added 1.72%
2,539 $564,000
Q3 2019

Nov 07, 2019
BUY
$103.28 - $115.56 $14,562 - $16,293
141 Added 5.99%
2,496 $561,000
Q2 2019

Aug 07, 2019
SELL
$99.62 - $107.96 $5,479 - $5,937
-55 Reduced 2.28%
2,355 $504,000
Q1 2019

May 07, 2019
BUY
$84.17 - $104.72 $4,208 - $5,236
50 Added 2.12%
2,410 $481,000
Q4 2018

Feb 12, 2019
BUY
$81.01 - $108.82 $191,183 - $256,815
2,360 New
2,360 $408,000

Others Institutions Holding ITA

# of Institutions
711
Shares Held
18.6M
Call Options Held
315K
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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