Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 245 shares of ITA stock, worth $50,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares
245
Previous 244 0.41%
Holding current value
$50,455
Previous $46,000 10.87%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$184.73 - $209.26 $184 - $209
1 Added 0.41%
245 $51,000
Q4 2024

Jan 23, 2025
BUY
$144.31 - $157.31 $144 - $157
1 Added 0.41%
244 $35,000
Q2 2024

Jul 31, 2024
BUY
$127.05 - $137.39 $127 - $137
1 Added 0.41%
243 $32,000
Q4 2023

Apr 30, 2024
BUY
$103.16 - $126.68 $206 - $253
2 Added 0.83%
242 $30,000
Q4 2023

Feb 05, 2024
BUY
$103.16 - $126.68 $206 - $253
2 Added 0.83%
242 $30,000
Q3 2023

Apr 30, 2024
SELL
$105.4 - $118.17 $210 - $236
-2 Reduced 0.83%
240 $25,000
Q1 2023

Apr 26, 2023
SELL
$108.43 - $117.74 $2,277 - $2,472
-21 Reduced 8.05%
240 $27,000
Q4 2022

Jan 27, 2023
BUY
$93.07 - $114.11 $24,291 - $29,782
261 New
261 $29,000
Q2 2022

Aug 04, 2022
SELL
$93.66 - $112.65 $374 - $450
-4 Reduced 1.65%
238 $24,000
Q4 2021

Jan 21, 2022
BUY
$95.53 - $108.96 $23,118 - $26,368
242 New
242 $25,000
Q1 2021

May 13, 2021
SELL
$89.08 - $106.06 $890 - $1,060
-10 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$74.72 - $96.94 $747 - $969
10 New
10 $1,000

Others Institutions Holding ITA

# of Institutions
983
Shares Held
32.6M
Call Options Held
654K
Put Options Held
538K
View Full List

About ISHARES TR

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