Iams Wealth Management, LLC Technology Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,481 shares of XLK stock, worth $595,390. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,481
Previous 3,633 31.71%
Holding current value
$595,390
Previous $822 Million 31.85%
% of portfolio
0.27%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$197.34 - $237.68 $227,335 - $273,807
-1,152 Reduced 31.71%
2,481 $560 Million
Q2 2024

Aug 05, 2024
BUY
$192.53 - $231.41 $48,325 - $58,083
251 Added 7.42%
3,633 $822 Million
Q1 2024

Apr 18, 2024
SELL
$184.12 - $211.02 $211,738 - $242,673
-1,150 Reduced 25.38%
3,382 $692 Million
Q4 2023

Feb 07, 2024
BUY
$160.19 - $193.07 $37,965 - $45,757
237 Added 5.52%
4,532 $872 Million
Q3 2023

Nov 14, 2023
BUY
$161.97 - $180.26 $695,661 - $774,216
4,295 New
4,295 $704 Million

Others Institutions Holding XLK

# of Institutions
2,241
Shares Held
169M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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