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

Shelton Wealth Management, LLC

$188 Million
Q4 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 23,841 shares of IGM stock, worth $2.48 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

23,841

Previous 25,799 7.59%

Holding current value

$2.48 Million

Previous $2.48 Million 1.7%

% of portfolio

1.3%

Previous 1.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$94.19 - $106.95 $184,424 - $209,408	-1,958 Reduced 7.59%	23,841 $2.43 Million
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

426

Shares Held

25.8M

Call Options Held

51.1K

Put Options Held

36K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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