Segment Wealth Management, LLC ISHARES TR Transaction History

Segment Wealth Management, LLC

  • $1.59 Billion
  • Q3 2025
Number of Shares
20,835
Previous 18,085 15.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 20, 2025
BUY
N/A
2,750 Added 15.21%
20,835 $0
Q2 2025

Jul 21, 2025
BUY
N/A
1,860 Added 11.46%
18,085 $0
Q1 2025

Apr 21, 2025
BUY
N/A
3,050 Added 23.15%
16,225 $0
Q4 2024

Jan 16, 2025
BUY
N/A
13,175 New
13,175 $0
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