A detailed history of Big Sur Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 2,000 shares of ITB stock, worth $234,300. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,000
Holding current value
$234,300
% of portfolio
0.07%

Shares

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

Oct 16, 2024

BUY
$97.52 - $128.64 $195,040 - $257,279
2,000 New
2,000 $254,000
Q2 2023

Aug 14, 2023

BUY
$67.91 - $85.44 $444,810 - $559,632
6,550 New
6,550 $559,000

Others Institutions Holding ITB

About ISHARES TR


  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.