A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 7,763 shares of IBB stock, worth $1.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,763
Previous 6,797 14.21%
Holding current value
$1.06 Million
Previous $923,000 15.38%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$132.3 - $140.89 $127,801 - $136,099
966 Added 14.21%
7,763 $1.07 Million
Q4 2023

Jan 23, 2024

SELL
$112.41 - $137.03 $154,451 - $188,279
-1,374 Reduced 16.82%
6,797 $923,000
Q3 2023

Nov 02, 2023

BUY
$122.27 - $131.47 $999,068 - $1.07 Million
8,171 New
8,171 $999,000
Q2 2022

Aug 02, 2022

SELL
N/A
-332 Reduced 3.86%
8,271 $973,000
Q1 2022

May 10, 2022

SELL
N/A
-250 Reduced 2.82%
8,603 $1.12 Million
Q4 2021

Jan 31, 2022

SELL
N/A
-29 Reduced 0.33%
8,853 $1.35 Million
Q3 2021

Nov 15, 2021

BUY
N/A
269 Added 3.12%
8,882 $1.44 Million
Q2 2021

Aug 13, 2021

SELL
N/A
-78 Reduced 0.9%
8,613 $1.41 Million
Q1 2021

May 18, 2021

BUY
N/A
27 Added 0.31%
8,691 $1.31 Million
Q4 2020

Feb 04, 2021

BUY
N/A
197 Added 2.33%
8,664 $1.31 Million
Q3 2020

Oct 26, 2020

SELL
N/A
-957 Reduced 10.15%
8,467 $1.15 Million
Q2 2020

Jul 21, 2020

SELL
N/A
-47 Reduced 0.5%
9,424 $1.29 Million
Q1 2020

Apr 16, 2020

SELL
N/A
-351 Reduced 3.57%
9,471 $1.02 Million
Q4 2019

Feb 06, 2020

BUY
N/A
9,822 New
9,822 $1.18 Million

Others Institutions Holding IBB

About ISHARES BIOTECHNOLOGY ETF


  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.