Angeles Wealth Management, LLC Ishares Tr Transaction History

Angeles Wealth Management, LLC

$1.21 Billion
Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 500 shares of ITA stock, worth $74,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$74,675

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$144.31 - $157.31 $72,155 - $78,655	500 New	500 $72,000

Others Institutions Holding ITA

# of Institutions

751

Shares Held

21.1M

Call Options Held

704K

Put Options Held

446K

Bank Of America Corp Charlotte, NC

4.1M
Shares

$612 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$286 Million
0.02% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

1.32M
Shares

$197 Million
1.15% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$166 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

827K
Shares

$124 Million
0.03% 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 Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Account

Angeles Wealth Management, LLC Ishares Tr Transaction History