Keener Financial Planning LLC Ishares Tr Transaction History

Keener Financial Planning LLC

$153 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$103.16 - $126.68 $18,362 - $22,549	178 New	178 $23,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$596 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$277 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$145 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$107 Million
0.02% of portfolio

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.