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

Dynamic Wealth Strategies, LLC

  • $112 Million
  • Q4 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 65,812 shares of IGM stock, worth $7.07 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
65,812
Previous 65,396 0.64%
Holding current value
$7.07 Million
Previous $6.27 Million 7.08%
% of portfolio
5.99%
Previous 5.12%

Shares

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

Feb 13, 2025
BUY
$94.19 - $106.95 $39,183 - $44,491
416 Added 0.64%
65,812 $6.72 Million
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
457
Shares Held
27.5M
Call Options Held
151K
Put Options Held
15.2K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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