Strategic Wealth Partners, Ltd. Ishares Tr Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 64,721 shares of ITB stock, worth $6.24 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
64,721
Holding current value
$6.24 Million
% of portfolio
0.65%

Shares

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

Feb 14, 2025
BUY
$103.31 - $129.34 $6.69 Million - $8.37 Million
64,721 New
64,721 $6.69 Million
Q1 2022

May 19, 2022
SELL
$59.26 - $81.62 $2.82 Million - $3.88 Million
-47,563 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$66.2 - $83.04 $295,119 - $370,192
4,458 Added 10.34%
47,563 $3.94 Million
Q3 2021

Nov 12, 2021
BUY
$66.08 - $74.05 $24,383 - $27,324
369 Added 0.86%
43,105 $2.85 Million
Q2 2021

Aug 25, 2021
SELL
$66.57 - $77.09 $234,725 - $271,819
-3,526 Reduced 7.62%
42,736 $2.96 Million
Q1 2021

May 24, 2021
BUY
$54.6 - $68.53 $2.53 Million - $3.17 Million
46,262 New
46,262 $3.14 Million

Others Institutions Holding ITB

# of Institutions
422
Shares Held
21.4M
Call Options Held
2.11M
Put Options Held
6.77M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email