Tortoise Investment Management, LLC Ishares Tr Transaction History

Tortoise Investment Management, LLC

$905 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$103.16 - $126.68 $24,552 - $30,149	238 New	238 $30,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$596 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$277 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$145 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$112 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$107 Million
0.02% of portfolio

About ISHARES TR

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