First Foundation Advisors Ishares Tr Transaction History

First Foundation Advisors

  • $2.59 Billion
  • Q4 2024

A detailed history of First Foundation Advisors transactions in Ishares Tr stock. As of the latest transaction made, First Foundation Advisors holds 3,523 shares of ITA stock, worth $544,585. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,523
Previous 3,523 -0.0%
Holding current value
$544,585
Previous $527,000 2.85%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$119.3 - $131.93 $35,909 - $39,710
-301 Reduced 7.87%
3,523 $464,000
Q4 2023

Feb 14, 2024
BUY
$103.16 - $126.68 $23,211 - $28,503
225 Added 6.25%
3,824 $484,000
Q3 2023

Nov 15, 2023
SELL
$105.4 - $118.17 $47,430 - $53,176
-450 Reduced 11.11%
3,599 $381,000
Q2 2023

Aug 14, 2023
BUY
$108.66 - $117.41 $439,964 - $475,393
4,049 New
4,049 $472,000

Others Institutions Holding ITA

# of Institutions
749
Shares Held
21.1M
Call Options Held
704K
Put Options Held
446K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors 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 First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email