Iams Wealth Management, LLC First Tr Large Cap Value Transaction History

Iams Wealth Management, LLC

  • $277 Billion
  • Q4 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Iams Wealth Management, LLC holds 31,690 shares of FTA stock, worth $2.65 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
31,690
Previous 34,521 8.2%
Holding current value
$2.65 Million
Previous $2.88 Billion 5.09%
% of portfolio
0.99%
Previous 1.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$81.12 - $84.51 $229,650 - $239,247
-2,831 Reduced 8.2%
31,690 $2.73 Billion
Q3 2025

Oct 15, 2025
SELL
$78.13 - $83.78 $67,660 - $72,553
-866 Reduced 2.45%
34,521 $2.88 Billion
Q2 2025

Jul 14, 2025
BUY
$67.12 - $78.63 $116,318 - $136,265
1,733 Added 5.15%
35,387 $2.78 Billion
Q1 2025

Apr 10, 2025
SELL
$74.42 - $80.34 $912,984 - $985,611
-12,268 Reduced 26.71%
33,654 $2.58 Billion
Q4 2024

Jan 23, 2025
BUY
$75.21 - $83.49 $124,547 - $138,259
1,656 Added 3.74%
45,922 $3.51 Billion
Q3 2024

Oct 11, 2024
BUY
$72.76 - $79.13 $237,415 - $258,201
3,263 Added 7.96%
44,266 $3.5 Billion
Q2 2024

Aug 05, 2024
SELL
$72.36 - $76.0 $543,423 - $570,760
-7,510 Reduced 15.48%
41,003 $3.02 Billion
Q1 2024

Apr 18, 2024
BUY
$69.01 - $76.38 $161,828 - $179,111
2,345 Added 5.08%
48,513 $3.49 Billion
Q4 2023

Feb 07, 2024
SELL
$61.6 - $71.44 $1.07 Million - $1.24 Million
-17,356 Reduced 27.32%
46,168 $3.27 Billion
Q3 2023

Nov 14, 2023
BUY
$64.61 - $70.36 $4.1 Million - $4.47 Million
63,524 New
63,524 $4.12 Billion
Q1 2023

Oct 30, 2023
BUY
$63.26 - $73.3 $832,248 - $964,334
13,156 Added 29.93%
57,117 $3.74 Billion
Q4 2022

Oct 27, 2023
BUY
$58.47 - $69.36 $2.57 Million - $3.05 Million
43,961 New
43,961 $2.89 Billion

Others Institutions Holding FTA

# of Institutions
224
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

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