Iag Wealth Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 60,867 shares of MDYV stock, worth $5.06 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

60,867

Previous 61,710 1.37%

Holding current value

$5.06 Million

Previous $4.5 Million 7.44%

% of portfolio

0.9%

Previous 0.91%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$71.9 - $79.86 $60,611 - $67,321	-843 Reduced 1.37%	60,867 $4.84 Million
Q2 2024 Jul 16, 2024	SELL	$70.34 - $76.15 $115,076 - $124,581	-1,636 Reduced 2.58%	61,710 $4.5 Million
Q1 2024 Apr 24, 2024	SELL	$70.29 - $76.0 $77,600 - $83,904	-1,104 Reduced 1.71%	63,346 $4.81 Million
Q4 2023 Feb 02, 2024	BUY	$59.86 - $74.11 $156,114 - $193,278	2,608 Added 4.22%	64,450 $4.73 Million
Q3 2023 Oct 24, 2023	SELL	$63.95 - $71.85 $291,036 - $326,989	-4,551 Reduced 6.85%	61,842 $4.01 Million
Q2 2023 Aug 10, 2023	BUY	$62.86 - $68.78 $526,955 - $576,582	8,383 Added 14.45%	66,393 $4.57 Million
Q1 2023 Apr 25, 2023	SELL	$62.53 - $74.6 $29,326 - $34,987	-469 Reduced 0.8%	58,010 $3.83 Million
Q4 2022 Feb 08, 2023	BUY	$58.96 - $68.57 $83,546 - $97,163	1,417 Added 2.48%	58,479 $3.78 Million
Q3 2022 Oct 26, 2022	BUY	$57.82 - $69.04 $231,164 - $276,021	3,998 Added 7.53%	57,062 $3.3 Million
Q2 2022 Aug 03, 2022	BUY	$58.95 - $70.77 $76,576 - $91,930	1,299 Added 2.51%	53,064 $3.21 Million
Q1 2022 May 04, 2022	SELL	$65.94 - $72.42 $13,583 - $14,918	-206 Reduced 0.4%	51,765 $3.64 Million
Q4 2021 Feb 14, 2022	SELL	$66.5 - $72.84 $133,731 - $146,481	-2,011 Reduced 3.73%	51,971 $3.7 Million
Q3 2021 Nov 04, 2021	SELL	$64.04 - $69.55 $163,750 - $177,839	-2,557 Reduced 4.52%	53,982 $3.58 Million
Q2 2021 Aug 04, 2021	SELL	$66.04 - $70.76 $291,764 - $312,617	-4,418 Reduced 7.25%	56,539 $3.82 Million
Q1 2021 Apr 29, 2021	SELL	$54.52 - $67.74 $112,856 - $140,221	-2,070 Reduced 3.28%	60,957 $3.99 Million
Q4 2020 Feb 11, 2021	SELL	$43.9 - $55.67 $110,847 - $140,566	-2,525 Reduced 3.85%	63,027 $3.5 Million
Q3 2020 Feb 11, 2021	BUY	$41.0 - $46.73 $14,145 - $16,121	345 Added 0.53%	65,552 $2.85 Million
Q2 2020 Feb 11, 2021	BUY	$32.45 - $48.54 $193,661 - $289,686	5,968 Added 10.07%	65,207 $2.78 Million
Q1 2020 Feb 11, 2021	BUY	$29.7 - $55.41 $1.76 Million - $3.28 Million	59,239 New	59,239 $2.09 Million

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Iag Wealth Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History