Shelton Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History

Shelton Wealth Management, LLC

$180 Million
Q3 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 25,799 shares of IGM stock, worth $2.48 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

25,799

Previous 28,102 8.2%

Holding current value

$2.48 Million

Previous $2.65 Million 6.6%

% of portfolio

1.38%

Previous 1.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$84.03 - $98.62 $193,521 - $227,121	-2,303 Reduced 8.2%	25,799 $2.48 Million
Q2 2024 Jul 23, 2024	SELL	$80.02 - $95.38 $409,222 - $487,773	-5,114 Reduced 15.4%	28,102 $2.65 Million
Q1 2024 May 14, 2024	BUY	$84.27 - $516.87 $2.19 Million - $13.4 Million	25,953 Added 357.33%	33,216 $2.86 Million
Q4 2023 Feb 14, 2024	SELL	$365.86 - $450.72 $956,723 - $1.18 Million	-2,615 Reduced 26.47%	7,263 $3.26 Million
Q3 2023 Nov 01, 2023	SELL	$376.08 - $412.97 $240,691 - $264,300	-640 Reduced 6.08%	9,878 $3.78 Million
Q2 2023 Aug 01, 2023	SELL	$325.63 - $395.58 $1.07 Million - $1.3 Million	-3,284 Reduced 23.79%	10,518 $4.13 Million
Q1 2023 May 08, 2023	BUY	$275.98 - $339.32 $25,666 - $31,556	93 Added 0.68%	13,802 $4.68 Million
Q4 2022 Feb 09, 2023	BUY	$44.41 - $306.86 $72,077 - $498,033	1,623 Added 13.43%	13,709 $3.84 Million
Q3 2022 Nov 08, 2022	SELL	$46.07 - $58.66 $184 - $234	-4 Reduced 0.03%	12,086 $3.34 Million
Q2 2022 Jul 28, 2022	BUY	$47.75 - $66.17 $128,304 - $177,798	2,687 Added 28.58%	12,090 $3.56 Million
Q1 2022 May 10, 2022	BUY	$57.01 - $73.7 $5,130 - $6,633	90 Added 0.97%	9,403 $3.65 Million
Q4 2021 Jan 26, 2022	BUY	$66.29 - $75.08 $617,358 - $699,220	9,313 New	9,313 $4.09 Million

Others Institutions Holding IGM

# of Institutions

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Account

Shelton Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History