Tcfg Wealth Management, LLC Ishares Tr Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025

A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 1,820 shares of ITA stock, worth $374,810. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,760 3.41%
Holding current value
$374,810
Previous $332 Million 14.72%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 18, 2025
BUY
$184.73 - $209.26 $11,083 - $12,555
60 Added 3.41%
1,820 $381 Million
Q2 2025

Jul 22, 2025
BUY
$135.31 - $188.64 $238,145 - $332,006
1,760 New
1,760 $332 Million
Q3 2024

Oct 15, 2024
BUY
$131.58 - $149.64 $277,502 - $315,590
2,109 New
2,109 $316 Million

Others Institutions Holding ITA

# of Institutions
986
Shares Held
32.6M
Call Options Held
654K
Put Options Held
535K
View Full List

About ISHARES TR

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

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, LLC 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 Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email