Connecticut Wealth Management, LLC Ishares Tr Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,803 shares of ITA stock, worth $279,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,803
Previous 1,803 -0.0%
Holding current value
$279,338
Previous $238,000 13.03%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$103.16 - $126.68 $185,997 - $228,404
1,803 New
1,803 $228,000
Q1 2023

Apr 18, 2023
BUY
$108.43 - $117.74 $195,499 - $212,285
1,803 New
1,803 $207,000

Others Institutions Holding ITA

# of Institutions
722
Shares Held
18.7M
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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email