Segment Wealth Management, LLC ISHARES TR Transaction History

Segment Wealth Management, LLC

  • $1.59 Billion
  • Q3 2025
Number of Shares
47,215
Previous 46,715 1.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
500 Added 1.07%
47,215 $0
Q2 2025

Jul 21, 2025
SELL
N/A
-385 Reduced 0.82%
46,715 $0
Q1 2025

Apr 21, 2025
BUY
N/A
5,260 Added 12.57%
47,100 $0
Q4 2024

Jan 16, 2025
BUY
N/A
32,360 Added 341.35%
41,840 $0
Q1 2024

Apr 24, 2024
BUY
N/A
9,480 New
9,480 $0
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