ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,291 Value ($000) $277 Avg Close — Range —
Q3 2025
Shares 1,291 Value ($000) $270 Avg Close — Range —
Q3 2021
Shares 210 Value ($000) $22 Avg Close — Range —
Q2 2021
Shares 210 Value ($000) $23 Avg Close — Range —
Q1 2021
Shares 210 Value ($000) $19 Avg Close — Range —
Q4 2020
Shares 210 Value ($000) $19 Avg Close — Range —
Q3 2020
Shares 129 Value ($000) $20 Avg Close — Range —
Q2 2020
Shares 105 Value ($000) $17 Avg Close — Range —
Q1 2020
Shares 105 Value ($000) $15 Avg Close — Range —
Q4 2019
Shares 105 Value ($000) $23 Avg Close — Range —
Q3 2019
Shares 105 Value ($000) $24 Avg Close — Range —
Q2 2019
Shares 105 Value ($000) $22 Avg Close — Range —
Q1 2019
Shares 105 Value ($000) $20 Avg Close — Range —
Q4 2018
Shares 105 Value ($000) $18 Avg Close — Range —