Blue Bell Private Wealth Management, LLC Ishares Tr Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 123 shares of ITA stock, worth $25,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 123 -0.0%
Holding current value
$25,330
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$144.84 - $159.5 $17,815 - $19,618
123 New
123 $18,000
Q2 2022

Aug 02, 2022
SELL
$93.66 - $112.65 $14,423 - $17,348
-154 Closed
0 $0
Q4 2020

Jan 21, 2021
BUY
$74.72 - $96.94 $5,753 - $7,464
77 Added 100.0%
154 $10,000
Q3 2020

Oct 23, 2020
SELL
$77.31 - $86.07 $2,241 - $2,496
-29 Reduced 27.36%
77 $12,000
Q1 2020

Apr 22, 2020
BUY
$58.76 - $119.9 $6,228 - $12,709
106 New
106 $15,000

Others Institutions Holding ITA

# of Institutions
990
Shares Held
32.5M
Call Options Held
654K
Put Options Held
535K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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