Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,669 shares of XLG stock, worth $858,453. This represents 0.39% of its overall portfolio holdings.

Number of Shares
16,669
Previous 23,057 27.71%
Holding current value
$858,453
Previous $1.05 Billion 24.89%
% of portfolio
0.39%
Previous 0.58%

Shares

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

Oct 11, 2024
SELL
$42.54 - $47.97 $271,745 - $306,432
-6,388 Reduced 27.71%
16,669 $792 Million
Q2 2024

Aug 05, 2024
SELL
$39.84 - $46.12 $106,412 - $123,186
-2,671 Reduced 10.38%
23,057 $1.05 Billion
Q1 2024

Apr 18, 2024
BUY
$37.01 - $42.29 $952,193 - $1.09 Million
25,728 New
25,728 $1.06 Billion
Q1 2023

Oct 30, 2023
BUY
$271.59 - $310.52 $549,154 - $627,871
2,022 New
2,022 $619 Million

Others Institutions Holding XLG

# of Institutions
435
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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