Concord Wealth Partners Ishares Expanded Tech Sector E Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 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 542 shares of IGM stock, worth $56,536. This represents 0.01% of its overall portfolio holdings.

Number of Shares
542
Previous 547 0.91%
Holding current value
$56,536
Previous $52,000 5.77%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 23, 2025
SELL
$94.19 - $106.95 $470 - $534
-5 Reduced 0.91%
542 $55,000
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
431
Shares Held
26.3M
Call Options Held
51.1K
Put Options Held
36K
View Full List

About ISHARES EXPANDED TECH SECTOR E

IGM Quotes by TradingView
  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email