Morris Retirement Advisors, LLC Ishares Tr Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 32,281 shares of ITA stock, worth $5.05 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
32,281
Previous 33,944 4.9%
Holding current value
$5.05 Million
Previous $5.08 Million 7.62%
% of portfolio
2.55%
Previous 2.82%

Shares

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

Jan 13, 2025
SELL
$144.31 - $157.31 $239,987 - $261,606
-1,663 Reduced 4.9%
32,281 $4.69 Million
Q3 2024

Oct 03, 2024
SELL
$131.58 - $149.64 $73,421 - $83,499
-558 Reduced 1.62%
33,944 $5.08 Million
Q2 2024

Aug 06, 2024
SELL
$127.05 - $137.39 $96,430 - $104,279
-759 Reduced 2.15%
34,502 $4.56 Million
Q1 2024

May 03, 2024
BUY
$119.3 - $131.93 $115,601 - $127,840
969 Added 2.83%
35,261 $4.65 Million
Q4 2023

Feb 12, 2024
BUY
$103.16 - $126.68 $779,476 - $957,194
7,556 Added 28.26%
34,292 $4.34 Million
Q3 2023

Nov 08, 2023
BUY
$105.4 - $118.17 $158,943 - $178,200
1,508 Added 5.98%
26,736 $2.83 Million
Q2 2023

Jul 17, 2023
SELL
$108.66 - $117.41 $619,144 - $669,002
-5,698 Reduced 18.42%
25,228 $2.94 Million
Q1 2023

Apr 13, 2023
SELL
$108.43 - $117.74 $233,449 - $253,494
-2,153 Reduced 6.51%
30,926 $3.56 Million
Q4 2022

Feb 02, 2023
BUY
$93.07 - $114.11 $1,861 - $2,282
20 Added 0.06%
33,079 $3.7 Million
Q3 2022

Oct 14, 2022
BUY
$91.19 - $108.67 $383,180 - $456,631
4,202 Added 14.56%
33,059 $3.18 Million
Q2 2022

Aug 08, 2022
SELL
$93.66 - $112.65 $1.21 Million - $1.46 Million
-12,971 Reduced 31.01%
28,857 $2.86 Million
Q1 2022

May 10, 2022
BUY
$98.82 - $112.95 $4.13 Million - $4.72 Million
41,828 New
41,828 $4.63 Million

Others Institutions Holding ITA

# of Institutions
735
Shares Held
19.6M
Call Options Held
627K
Put Options Held
359K
View Full List

About ISHARES TR

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