Iams Wealth Management, LLC First Trust Nasdaq Technology Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Iams Wealth Management, LLC holds 40,324 shares of TDIV stock, worth $3.64 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

40,324

Previous 47,773 15.59%

Holding current value

$3.64 Million

Previous $3.52 Billion 3.4%

% of portfolio

1.67%

Previous 1.61%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$64.41 - $90.17 $479,790 - $671,676	-7,449 Reduced 15.59%	40,324 $3.64 Billion
Q1 2025 Apr 10, 2025	BUY	$73.39 - $83.95 $480,190 - $549,284	6,543 Added 15.87%	47,773 $3.52 Billion
Q4 2024 Jan 23, 2025	BUY	$78.03 - $82.13 $154,031 - $162,124	1,974 Added 5.03%	41,230 $3.23 Billion
Q3 2024 Oct 11, 2024	BUY	$70.51 - $81.07 $302,417 - $347,709	4,289 Added 12.27%	39,256 $3.15 Billion
Q2 2024 Aug 05, 2024	SELL	$65.21 - $77.8 $643,035 - $767,185	-9,861 Reduced 22.0%	34,967 $2.65 Billion
Q1 2024 Apr 18, 2024	SELL	$61.89 - $70.93 $34,410 - $39,437	-556 Reduced 1.23%	44,828 $3.02 Billion
Q4 2023 Feb 07, 2024	BUY	$53.99 - $64.39 $212,072 - $252,923	3,928 Added 9.48%	45,384 $2.91 Billion
Q3 2023 Nov 14, 2023	BUY	$55.66 - $60.15 $2.31 Million - $2.49 Million	41,456 New	41,456 $2.33 Billion
Q1 2023 Oct 30, 2023	BUY	$47.72 - $54.09 $633,530 - $718,098	13,276 Added 70.89%	32,004 $1.71 Billion
Q4 2022 Oct 27, 2023	BUY	$42.8 - $51.41 $801,558 - $962,806	18,728 New	18,728 $895 Million

Others Institutions Holding TDIV

# of Institutions

368

Shares Held

22.8M

Call Options Held

Put Options Held

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About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
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Iams Wealth Management, LLC First Trust Nasdaq Technology Transaction History