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 $6.55 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares
65,396
Previous 65,922 0.8%
Holding current value
$6.55 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
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