Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 313,175 shares of ITA (ISHARES TR), worth $68.5M as of 2026-Q1. The position was increased (+40.9% shares). ITA represents 0.6% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$68.5M
Current Shares
313,175
Total Value Change
+$20.8M
Total Shares Change
+90,896
Other major holders of ITA: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 313,175 |
+40.9% |
| $68.5M |
| 0.6% |
| $244.98 |
56 |
| 2025-Q4 | New | 222,279 | - | $47.7M | 0.5% | $216.34 | 48 |