Total Wealth Planning & Management, Inc. Ishares Tr Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 5,609 shares of ITA stock, worth $1.16 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
5,609
Previous 5,749 2.44%
Holding current value
$1.16 Million
Previous $880 Million 20.21%
% of portfolio
0.86%
Previous 0.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$135.31 - $188.64 $18,943 - $26,409
-140 Reduced 2.44%
5,609 $1.06 Billion
Q1 2025

Apr 24, 2025
BUY
$144.84 - $159.5 $24,333 - $26,796
168 Added 3.01%
5,749 $880 Million
Q4 2024

Feb 28, 2025
BUY
$144.31 - $157.31 $805,394 - $877,947
5,581 New
5,581 $811 Million

Others Institutions Holding ITA

# of Institutions
976
Shares Held
32.5M
Call Options Held
654K
Put Options Held
538K
View Full List

About ISHARES TR

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