Liberty Wealth Management LLC Ishares Tr Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,291 shares of ITA stock, worth $265,868. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,291
Holding current value
$265,868
% of portfolio
0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$184.73 - $209.26 $238,486 - $270,154
1,291 New
1,291 $270,000
Q4 2021

Feb 15, 2022
SELL
$95.53 - $108.96 $20,061 - $22,881
-210 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
$102.24 - $112.9 $2.33 Million - $2.57 Million
-22,791 Reduced 99.09%
210 $23,000
Q2 2021

Aug 13, 2021
BUY
$102.24 - $112.9 $2.33 Million - $2.57 Million
22,791 Added 10852.86%
23,001 $210,000
Q4 2020

Feb 09, 2021
BUY
$74.72 - $96.94 $6,052 - $7,852
81 Added 62.79%
210 $19,000
Q3 2020

Nov 05, 2020
BUY
$77.31 - $86.07 $1,855 - $2,065
24 Added 22.86%
129 $20,000
Q4 2018

Mar 26, 2019
BUY
$81.01 - $108.82 $8,506 - $11,426
105 New
105 $18,000

Others Institutions Holding ITA

# of Institutions
976
Shares Held
32.5M
Call Options Held
654K
Put Options Held
538K
View Full List

About ISHARES TR

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