A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 39,983 shares of ITA stock, worth $5.8 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
39,983
Previous 36,539 9.43%
Holding current value
$5.8 Million
Previous $4.82 Million 24.03%
% of portfolio
2.72%
Previous 2.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$131.58 - $149.64 $453,161 - $515,360
3,444 Added 9.43%
39,983 $5.98 Million
Q2 2024

Jul 18, 2024

SELL
$127.05 - $137.39 $95,160 - $102,905
-749 Reduced 2.01%
36,539 $4.82 Million
Q1 2024

Apr 15, 2024

BUY
$119.3 - $131.93 $152,107 - $168,210
1,275 Added 3.54%
37,288 $4.92 Million
Q4 2023

Jan 18, 2024

BUY
$103.16 - $126.68 $4,332 - $5,320
42 Added 0.12%
36,013 $4.56 Million
Q3 2023

Oct 10, 2023

BUY
$105.4 - $118.17 $101,711 - $114,034
965 Added 2.76%
35,971 $3.81 Million
Q2 2023

Jul 13, 2023

BUY
$108.66 - $117.41 $769,095 - $831,027
7,078 Added 25.34%
35,006 $4.08 Million
Q1 2023

Apr 10, 2023

BUY
$108.43 - $117.74 $749,251 - $813,583
6,910 Added 32.88%
27,928 $3.21 Million
Q4 2022

Jan 19, 2023

BUY
$93.07 - $114.11 $450,365 - $552,178
4,839 Added 29.91%
21,018 $0
Q3 2022

Oct 17, 2022

BUY
$91.19 - $108.67 $244,753 - $291,670
2,684 Added 19.89%
16,179 $1.48 Million
Q2 2022

Jul 18, 2022

BUY
$93.66 - $112.65 $588,653 - $708,005
6,285 Added 87.17%
13,495 $1.34 Million
Q1 2022

Apr 14, 2022

BUY
$98.82 - $112.95 $712,492 - $814,369
7,210 New
7,210 $805,000

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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