Dynamic Wealth Strategies, LLC Ishares Expanded Tech Sector E Transaction History

Dynamic Wealth Strategies, LLC

$119 Million
Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 67,303 shares of IGM stock, worth $6.23 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares

67,303

Previous 65,812 2.27%

Holding current value

$6.23 Million

Previous $6.72 Million 9.17%

% of portfolio

5.11%

Previous 5.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$90.67 - $108.46 $135,188 - $161,713	1,491 Added 2.27%	67,303 $6.1 Million
Q4 2024 Feb 13, 2025	BUY	$94.19 - $106.95 $39,183 - $44,491	416 Added 0.64%	65,812 $6.72 Million
Q3 2024 Nov 13, 2024	SELL	$84.03 - $98.62 $44,199 - $51,874	-526 Reduced 0.8%	65,396 $6.27 Million
Q2 2024 Aug 15, 2024	SELL	$80.02 - $95.38 $273,348 - $325,818	-3,416 Reduced 4.93%	65,922 $6.22 Million
Q1 2024 May 15, 2024	BUY	$84.27 - $516.87 $4.86 Million - $29.8 Million	57,626 Added 492.03%	69,338 $5.98 Million
Q4 2023 Feb 13, 2024	BUY	$365.86 - $450.72 $4.28 Million - $5.28 Million	11,712 New	11,712 $5.25 Billion

Others Institutions Holding IGM

# of Institutions

468

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Dynamic Wealth Strategies, LLC Ishares Expanded Tech Sector E Transaction History