Wespac Advisors So Cal, LLC Ishares Tr Transaction History

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 65,099 shares of ITB stock, worth $6.83 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
65,099
Previous 46,798 39.11%
Holding current value
$6.83 Million
Previous $4.73 Million 74.96%
% of portfolio
1.94%
Previous 1.21%

Shares

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

Nov 06, 2024
BUY
$97.52 - $128.64 $1.78 Million - $2.35 Million
18,301 Added 39.11%
65,099 $8.27 Million
Q2 2024

Jul 23, 2024
BUY
$100.52 - $113.96 $894,628 - $1.01 Million
8,900 Added 23.48%
46,798 $4.73 Million
Q1 2024

Apr 18, 2024
BUY
$97.53 - $115.77 $449,125 - $533,120
4,605 Added 13.83%
37,898 $4.39 Million
Q4 2023

Jan 25, 2024
BUY
$71.4 - $102.59 $2.38 Million - $3.42 Million
33,293 New
33,293 $3.39 Million

Others Institutions Holding ITB

# of Institutions
422
Shares Held
18.7M
Call Options Held
3.59M
Put Options Held
5.52M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email