Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,151 shares of ITA stock, worth $321,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,151
Previous 2,545 15.48%
Holding current value
$321,251
Previous $381 Million 11.4%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$144.31 - $157.31 $56,858 - $61,980
-394 Reduced 15.48%
2,151 $337 Million
Q3 2024

Nov 05, 2024
BUY
$131.58 - $149.64 $126,711 - $144,103
963 Added 60.87%
2,545 $381 Million
Q2 2024

Aug 07, 2024
BUY
$127.05 - $137.39 $200,993 - $217,350
1,582 New
1,582 $209 Million

Others Institutions Holding ITA

# of Institutions
751
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
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