Wealth Effects LLC Ishares Tr Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Effects LLC holds 2,157 shares of ITA stock, worth $330,517. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,157
Previous 1,821 18.45%
Holding current value
$330,517
Previous $272,000 15.07%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jan 22, 2025
BUY
$144.31 - $157.31 $48,488 - $52,856
336 Added 18.45%
2,157 $313,000
Q3 2024

Oct 21, 2024
BUY
$131.58 - $149.64 $1,315 - $1,496
10 Added 0.55%
1,821 $272,000
Q2 2024

Aug 02, 2024
SELL
$127.05 - $137.39 $4,827 - $5,220
-38 Reduced 2.06%
1,811 $239,000
Q1 2024

Apr 22, 2024
BUY
$119.3 - $131.93 $220,585 - $243,938
1,849 New
1,849 $243,000

Others Institutions Holding ITA

# of Institutions
753
Shares Held
21.1M
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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