Iams Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,717 shares of SPY stock, worth $2.06 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
3,717
Previous 1,221 204.42%
Holding current value
$2.06 Million
Previous $580 Million 224.24%
% of portfolio
1.15%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$467.28 - $523.17 $1.17 Million - $1.31 Million
2,496 Added 204.42%
3,717 $1.88 Billion
Q4 2023

Feb 07, 2024
SELL
$410.68 - $476.69 $8,624 - $10,010
-21 Reduced 1.69%
1,221 $580 Million
Q3 2023

Nov 14, 2023
BUY
$425.88 - $457.79 $528,942 - $568,575
1,242 New
1,242 $531 Million
Q1 2023

Oct 30, 2023
BUY
$379.5 - $416.78 $24,667 - $27,090
65 Added 10.69%
673 $272 Million
Q4 2022

Oct 27, 2023
BUY
$357.63 - $407.42 $217,439 - $247,711
608 New
608 $233 Million

Others Institutions Holding SPY

# of Institutions
4,337
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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