Iams Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Iams Wealth Management, LLC

$218 Billion
Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Iams Wealth Management, LLC holds 49,975 shares of LMBS stock, worth $2.44 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

49,975

Previous 56,943 12.24%

Holding current value

$2.44 Million

Previous $2.77 Billion 11.35%

% of portfolio

1.13%

Previous 1.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$48.31 - $49.23 $336,624 - $343,034	-6,968 Reduced 12.24%	49,975 $2.46 Billion
Q4 2024 Jan 23, 2025	BUY	$48.48 - $49.47 $242,642 - $247,597	5,005 Added 9.64%	56,943 $2.77 Billion
Q3 2024 Oct 11, 2024	BUY	$47.95 - $49.61 $192,759 - $199,432	4,020 Added 8.39%	51,938 $2.57 Billion
Q2 2024 Aug 05, 2024	SELL	$47.58 - $48.41 $1.29 Million - $1.31 Million	-27,063 Reduced 36.09%	47,918 $2.3 Billion
Q1 2024 Apr 18, 2024	BUY	$47.95 - $48.49 $251,881 - $254,717	5,253 Added 7.53%	74,981 $3.6 Billion
Q4 2023 Feb 07, 2024	SELL	$46.58 - $48.36 $287,957 - $298,961	-6,182 Reduced 8.14%	69,728 $3.37 Billion
Q3 2023 Nov 14, 2023	BUY	$47.15 - $47.94 $3.58 Million - $3.64 Million	75,910 New	75,910 $3.59 Billion
Q1 2023 Oct 30, 2023	SELL	$47.34 - $48.21 $248,961 - $253,536	-5,259 Reduced 11.17%	41,832 $2 Billion
Q4 2022 Oct 27, 2023	BUY	$46.64 - $47.85 $2.2 Million - $2.25 Million	47,091 New	47,091 $2.23 Billion

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History