ITA — ISHARES TR

Ownership history in Transform Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ISHARES TR (ITA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2024 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 INITIATED 1,500 — — 0.01% $218K $144.34
% of Fund (quarterly)    ITA price (monthly, adj. close)

Other funds also holding ITA

As of 2025 Q4 — sorted by position size

Chicago Wealth Management, Inc. 3Y 6.49% Cadent Capital Advisors, LLC 3Y 5.3% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 4.43% LITTLEJOHN FINANCIAL SERVICES, INC. 4.12% MinichMacGregor Wealth Management, LLC 3Y 7Y 4.08% Stonegate Management LLC 3Y 3.88% PARAGON FINANCIAL PARTNERS, INC. 3Y 3.74% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 3.58% FOCUS Wealth Advisors, LLC 3Y 3.55% MRA Advisory Group 3Y 3.39%
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