Independent Wealth Network Inc. Ishares Tr Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 6,646 shares of ITA stock, worth $1.03 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

6,646

Previous 6,248 6.37%

Holding current value

$1.03 Million

Previous $934,000 3.32%

% of portfolio

0.41%

Previous 0.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$144.31 - $157.31 $57,435 - $62,609	398 Added 6.37%	6,646 $965,000
Q3 2024 Oct 15, 2024	BUY	$131.58 - $149.64 $19,210 - $21,847	146 Added 2.39%	6,248 $934,000
Q2 2024 Jul 18, 2024	SELL	$127.05 - $137.39 $22,996 - $24,867	-181 Reduced 2.88%	6,102 $805,000
Q1 2024 May 20, 2024	BUY	$119.3 - $131.93 $749,561 - $828,916	6,283 New	6,283 $828,000
Q4 2023 Jan 12, 2024	BUY	$103.16 - $126.68 $1,650 - $2,026	16 Added 0.26%	6,107 $773,000
Q3 2023 Oct 11, 2023	BUY	$105.4 - $118.17 $127,323 - $142,749	1,208 Added 24.74%	6,091 $645,000
Q2 2023 Jul 12, 2023	BUY	$108.66 - $117.41 $20,645 - $22,307	190 Added 4.05%	4,883 $569,000
Q1 2023 Apr 18, 2023	BUY	$108.43 - $117.74 $20,167 - $21,899	186 Added 4.13%	4,693 $540,000
Q4 2022 Jan 25, 2023	BUY	$93.07 - $114.11 $12,657 - $15,518	136 Added 3.11%	4,507 $0
Q3 2022 Oct 17, 2022	SELL	$91.19 - $108.67 $7,295 - $8,693	-80 Reduced 1.8%	4,371 $399,000
Q2 2022 Jul 26, 2022	BUY	$93.66 - $112.65 $842 - $1,013	9 Added 0.2%	4,451 $441,000
Q1 2022 Apr 20, 2022	SELL	$98.82 - $112.95 $1,482 - $1,694	-15 Reduced 0.34%	4,442 $492,000
Q3 2021 Nov 04, 2021	BUY	$100.96 - $110.33 $449,978 - $491,740	4,457 New	4,457 $470,000

Others Institutions Holding ITA

# of Institutions

749

Shares Held

21.1M

Call Options Held

704K

Put Options Held

446K

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About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. Ishares Tr Transaction History