A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 9,490 shares of IGM stock, worth $982,025. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,490
Previous 142,159 93.32%
Holding current value
$982,025
Previous $13.4 Million 93.21%
% of portfolio
0.04%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$84.03 - $98.62 $11.1 Million - $13.1 Million
-132,669 Reduced 93.32%
9,490 $910,000
Q2 2024

Jul 16, 2024

BUY
$80.02 - $95.38 $11.4 Million - $13.6 Million
142,159 New
142,159 $13.4 Million
Q4 2023

Jan 23, 2024

BUY
$365.86 - $450.72 $8.31 Million - $10.2 Million
22,705 New
22,705 $10.2 Million
Q2 2023

Aug 02, 2023

BUY
$325.63 - $395.58 $7.02 Million - $8.53 Million
21,567 New
21,567 $8.47 Million

Others Institutions Holding IGM

About ISHARES EXPANDED TECH SECTOR E


  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
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.