True Wealth Advisors, LLC Ishares Tr Transaction History

True Wealth Advisors, LLC

  • $253 Million
  • Q1 2025

A detailed history of True Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 1,700 shares of ITA stock, worth $255,527. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,700
Previous 2,668 36.28%
Holding current value
$255,527
Previous $387,000 32.82%
% of portfolio
0.1%
Previous 0.15%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$144.84 - $159.5 $140,205 - $154,396
-968 Reduced 36.28%
1,700 $260,000
Q4 2024

Jan 15, 2025
BUY
$144.31 - $157.31 $186,737 - $203,559
1,294 Added 94.18%
2,668 $387,000
Q3 2024

Oct 29, 2024
BUY
$131.58 - $149.64 $180,790 - $205,605
1,374 New
1,374 $205,000
Q1 2023

Apr 19, 2023
SELL
$108.43 - $117.74 $7,264 - $7,888
-67 Reduced 3.27%
1,980 $227,000
Q4 2022

Jan 23, 2023
SELL
$93.07 - $114.11 $21,778 - $26,701
-234 Reduced 10.26%
2,047 $0
Q3 2022

Oct 21, 2022
SELL
$91.19 - $108.67 $38,482 - $45,858
-422 Reduced 15.61%
2,281 $208,000
Q2 2022

Jul 27, 2022
BUY
$93.66 - $112.65 $60,223 - $72,433
643 Added 31.21%
2,703 $268,000
Q1 2022

May 05, 2022
SELL
$98.82 - $112.95 $34,685 - $39,645
-351 Reduced 14.56%
2,060 $212,000
Q1 2022

May 04, 2022
BUY
$98.82 - $112.95 $34,685 - $39,645
351 Added 17.04%
2,411 $250,000
Q4 2021

Feb 02, 2022
SELL
$95.53 - $108.96 $8,502 - $9,697
-89 Reduced 4.14%
2,060 $212,000
Q3 2021

Oct 25, 2021
SELL
$100.96 - $110.33 $2,221 - $2,427
-22 Reduced 1.01%
2,149 $224,000
Q2 2021

Jul 23, 2021
SELL
$102.24 - $112.9 $14,415 - $15,918
-141 Reduced 6.1%
2,171 $238,000
Q1 2021

Apr 22, 2021
SELL
$89.08 - $106.06 $472,925 - $563,072
-5,309 Reduced 69.66%
2,312 $240,000
Q4 2020

Jan 25, 2021
BUY
$74.72 - $96.94 $569,441 - $738,779
7,621 New
7,621 $712,000

Others Institutions Holding ITA

# of Institutions
756
Shares Held
21M
Call Options Held
704K
Put Options Held
446K
View Full List

About ISHARES TR

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