Concord Wealth Partners Ishares Expanded Tech Sector E Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Concord Wealth Partners holds 547 shares of IGM stock, worth $57,845. This represents 0.01% of its overall portfolio holdings.

Number of Shares

547

Previous 547 -0.0%

Holding current value

$57,845

Previous $51,000 1.96%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$80.02 - $95.38 $4,081 - $4,864	51 Added 10.28%	547 $51,000
Q1 2024 Apr 30, 2024	BUY	$84.27 - $516.87 $34,803 - $213,467	413 Added 497.59%	496 $42,000
Q4 2023 Apr 30, 2024	BUY	$365.86 - $450.72 $365 - $450	1 Added 1.22%	83 $37,000
Q4 2023 Feb 05, 2024	BUY	$365.86 - $450.72 $365 - $450	1 Added 1.22%	83 $37,000
Q3 2023 Apr 30, 2024	SELL	$376.08 - $412.97 $376 - $412	-1 Reduced 1.2%	82 $31,000
Q3 2023 Oct 25, 2023	BUY	$376.08 - $412.97 $2,632 - $2,890	7 Added 9.33%	82 $31,000
Q1 2023 Apr 26, 2023	BUY	$275.98 - $339.32 $4,139 - $5,089	15 Added 25.0%	75 $25,000
Q4 2022 Jan 27, 2023	BUY	$44.41 - $306.86 $2,664 - $18,411	60 New	60 $16,000
Q2 2022 Aug 04, 2022	BUY	$47.75 - $66.17 $716 - $992	15 Added 50.0%	45 $13,000
Q4 2021 Jan 21, 2022	BUY	$66.29 - $75.08 $1,988 - $2,252	30 New	30 $13,000

Others Institutions Holding IGM

# of Institutions

420

Shares Held

25.7M

Call Options Held

51.1K

Put Options Held

36K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Concord Wealth Partners Ishares Expanded Tech Sector E Transaction History