Iams Wealth Management, LLC VALUED ADVISERS TR Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025
Number of Shares
25,173
Previous 50,185 49.84%
Holding current value
$642 Million
Previous $1.28 Billion 49.71%
% of portfolio
0.29%
Previous 0.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
N/A
-25,012 Reduced 49.84%
25,173 $642 Million
Q1 2025

Apr 10, 2025
BUY
N/A
5,893 Added 13.3%
50,185 $1.28 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
16,267 Added 58.04%
44,292 $1.13 Billion
Q3 2024

Oct 11, 2024
BUY
N/A
16,775 Added 149.11%
28,025 $718 Million
Q2 2024

Aug 05, 2024
BUY
N/A
11,250 New
11,250 $285 Million
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