Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$291 Million
Q4 2025

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 4,599 shares of ITA stock, worth $947,118. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,599

Previous 4,081 12.69%

Holding current value

$947,118

Previous $853,000 11.02%

% of portfolio

0.33%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$205.04 - $218.9 $106,210 - $113,390	518 Added 12.69%	4,599 $947,000
Q3 2025 Oct 21, 2025	BUY	$184.73 - $209.26 $27,894 - $31,598	151 Added 3.84%	4,081 $853,000
Q1 2025 Apr 10, 2025	SELL	$144.84 - $159.5 $1,158 - $1,276	-8 Reduced 0.2%	3,930 $602,000
Q4 2024 Jan 16, 2025	SELL	$144.31 - $157.31 $4,329 - $4,719	-30 Reduced 0.76%	3,938 $572,000
Q3 2024 Oct 21, 2024	SELL	$131.58 - $149.64 $2,500 - $2,843	-19 Reduced 0.48%	3,968 $593,000

Q2 2024 Jul 12, 2024	BUY	$127.05 - $137.39 $177,997 - $192,483	1,401 Added 54.18%	3,987 $526,000
Q1 2024 Apr 12, 2024	SELL	$119.3 - $131.93 $4,294 - $4,749	-36 Reduced 1.37%	2,586 $341,000
Q4 2023 Jan 10, 2024	BUY	$103.16 - $126.68 $270,485 - $332,154	2,622 New	2,622 $331,000

Others Institutions Holding ITA

# of Institutions

1,008

Shares Held

32.5M

Call Options Held

654K

Put Options Held

535K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Wealth Management Partners, LLC Ishares Tr Transaction History