Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 22,002 shares of XLG stock, worth $1.02 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
22,002
Previous 16,669 31.99%
Holding current value
$1.02 Million
Previous $792 Million 38.74%
% of portfolio
0.5%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$46.94 - $51.62 $250,331 - $275,289
5,333 Added 31.99%
22,002 $1.1 Billion
Q3 2024

Oct 11, 2024
SELL
$42.54 - $47.97 $271,745 - $306,432
-6,388 Reduced 27.71%
16,669 $792 Million
Q2 2024

Aug 05, 2024
SELL
$39.84 - $46.12 $106,412 - $123,186
-2,671 Reduced 10.38%
23,057 $1.05 Billion
Q1 2024

Apr 18, 2024
BUY
$37.01 - $42.29 $952,193 - $1.09 Million
25,728 New
25,728 $1.06 Billion
Q1 2023

Oct 30, 2023
BUY
$271.59 - $310.52 $549,154 - $627,871
2,022 New
2,022 $619 Million

Others Institutions Holding XLG

# of Institutions
493
Shares Held
113M
Call Options Held
53.1K
Put Options Held
11.4K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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