Dynamic Wealth Strategies, LLC Ishares Expanded Tech Sector E Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 65,396 shares of IGM stock, worth $6.77 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares
65,396
Previous 65,922 0.8%
Holding current value
$6.77 Million
Previous $6.22 Million 0.92%
% of portfolio
5.12%
Previous 5.34%

Shares

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

Nov 13, 2024
SELL
$84.03 - $98.62 $44,199 - $51,874
-526 Reduced 0.8%
65,396 $6.27 Million
Q2 2024

Aug 15, 2024
SELL
$80.02 - $95.38 $273,348 - $325,818
-3,416 Reduced 4.93%
65,922 $6.22 Million
Q1 2024

May 15, 2024
BUY
$84.27 - $516.87 $4.86 Million - $29.8 Million
57,626 Added 492.03%
69,338 $5.98 Million
Q4 2023

Feb 13, 2024
BUY
$365.86 - $450.72 $4.28 Million - $5.28 Million
11,712 New
11,712 $5.25 Billion

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

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

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email