Taylor & Morgan Wealth Management, LLC Ishares Tr Transaction History

Taylor & Morgan Wealth Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 24,472 shares of IXUS stock, worth $1.68 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
24,472
Previous 17,266 41.74%
Holding current value
$1.68 Million
Previous $1.12 Million 48.08%
% of portfolio
1.23%
Previous 0.89%

Shares

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

Apr 15, 2024
BUY
$62.39 - $67.92 $449,582 - $489,431
7,206 Added 41.74%
24,472 $1.66 Million
Q4 2023

Jan 10, 2024
SELL
$57.18 - $64.93 $37,567 - $42,659
-657 Reduced 3.67%
17,266 $1.12 Million
Q3 2023

Oct 05, 2023
SELL
$59.72 - $65.1 $1,612 - $1,757
-27 Reduced 0.15%
17,923 $1.08 Million
Q2 2023

Jul 13, 2023
SELL
$60.88 - $63.83 $39,206 - $41,106
-644 Reduced 3.46%
17,950 $1.12 Million
Q1 2023

Apr 06, 2023
BUY
$58.3 - $63.56 $21,279 - $23,199
365 Added 2.0%
18,594 $1.15 Million
Q4 2022

Jan 17, 2023
SELL
$54.27 - $60.03 $68,760 - $76,058
-1,267 Reduced 6.5%
18,229 $0
Q3 2022

Oct 12, 2022
BUY
$51.94 - $60.43 $149,639 - $174,098
2,881 Added 17.34%
19,496 $993,000
Q2 2022

Jul 08, 2022
SELL
$56.25 - $67.81 $23,231 - $28,005
-413 Reduced 2.43%
16,615 $948,000
Q1 2022

Apr 18, 2022
SELL
$61.54 - $72.2 $44,985 - $52,778
-731 Reduced 4.12%
17,028 $1.13 Million
Q4 2021

Jan 21, 2022
BUY
$68.64 - $74.15 $1.22 Million - $1.32 Million
17,759 New
17,759 $1.26 Million

Others Institutions Holding IXUS

# of Institutions
752
Shares Held
473M
Call Options Held
8.6K
Put Options Held
11.3K
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
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