Transform Wealth, LLC Ishares Expanded Tech Sector E Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Transform Wealth, LLC holds 92,533 shares of IGM stock, worth $8.9 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

92,533

Previous 63,043 46.78%

Holding current value

$8.9 Million

Previous $5.95 Million 49.32%

% of portfolio

0.61%

Previous 0.45%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$84.03 - $98.62 $2.48 Million - $2.91 Million	29,490 Added 46.78%	92,533 $8.88 Million
Q2 2024 Jul 15, 2024	BUY	$80.02 - $95.38 $29,207 - $34,813	365 Added 0.58%	63,043 $5.95 Million
Q1 2024 Apr 15, 2024	BUY	$84.27 - $516.87 $4.47 Million - $27.4 Million	53,015 Added 548.64%	62,678 $5.4 Million
Q4 2023 Jan 18, 2024	BUY	$365.86 - $450.72 $216,589 - $266,826	592 Added 6.53%	9,663 $4.33 Million
Q3 2023 Oct 10, 2023	BUY	$376.08 - $412.97 $3,384 - $3,716	9 Added 0.1%	9,071 $3.47 Million
Q2 2023 Jul 13, 2023	BUY	$325.63 - $395.58 $29,632 - $35,997	91 Added 1.01%	9,062 $3.56 Million
Q1 2023 Apr 14, 2023	BUY	$275.98 - $339.32 $325,104 - $399,718	1,178 Added 15.12%	8,971 $3.04 Million
Q4 2022 Jan 12, 2023	SELL	$44.41 - $306.86 $98,856 - $683,070	-2,226 Reduced 22.22%	7,793 $0
Q3 2022 Oct 21, 2022	BUY	$46.07 - $58.66 $31,557 - $40,182	685 Added 7.34%	10,019 $2.77 Million
Q2 2022 Jul 15, 2022	BUY	$47.75 - $66.17 $16,044 - $22,233	336 Added 3.73%	9,334 $2.75 Million
Q1 2022 Apr 25, 2022	BUY	$57.01 - $73.7 $44,011 - $56,896	772 Added 9.38%	8,998 $3.5 Million
Q4 2021 Jan 26, 2022	BUY	$66.29 - $75.08 $1,723 - $1,952	26 Added 0.32%	8,226 $3.61 Million
Q3 2021 Oct 15, 2021	BUY	$66.83 - $71.86 $4,678 - $5,030	70 Added 0.86%	8,200 $3.31 Million
Q2 2021 Jul 20, 2021	BUY	$59.44 - $67.61 $45,947 - $52,262	773 Added 10.51%	8,130 $3.28 Million
Q1 2021 Apr 22, 2021	SELL	$56.89 - $63.23 $38,400 - $42,680	-675 Reduced 8.4%	7,357 $2.66 Million
Q4 2020 Jan 20, 2021	SELL	$50.13 - $58.36 $43,713 - $50,889	-872 Reduced 9.79%	8,032 $2.81 Million
Q3 2020 Oct 21, 2020	SELL	$47.19 - $56.32 $1,132 - $1,351	-24 Reduced 0.27%	8,904 $2.75 Million
Q2 2020 Jul 22, 2020	BUY	$33.65 - $46.92 $20,459 - $28,527	608 Added 7.31%	8,928 $2.49 Million
Q1 2020 Apr 30, 2020	SELL	$31.48 - $45.08 $440 - $631	-14 Reduced 0.17%	8,320 $1.76 Million
Q4 2019 Jan 24, 2020	BUY	$35.22 - $40.66 $1,901 - $2,195	54 Added 0.65%	8,334 $2.02 Million
Q3 2019 Oct 24, 2019	SELL	$35.88 - $37.08 $3,372 - $3,485	-94 Reduced 1.12%	8,280 $1.8 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-52 Reduced 0.62%	8,374 $1.81 Million
Q1 2019 Apr 12, 2019	BUY	N/A	526 Added 6.66%	8,426 $1.74 Million
Q4 2018 Jan 30, 2019	BUY	N/A	23 Added 0.29%	7,900 $1.36 Million
Q3 2018 Oct 25, 2018	BUY	N/A	425 Added 5.7%	7,877 $1.65 Million
Q2 2018 Aug 03, 2018	BUY	N/A	227 Added 3.14%	7,452 $1.44 Million
Q1 2018 May 03, 2018	BUY	N/A	135 Added 1.9%	7,225 $1.3 Million
Q4 2017 Feb 08, 2018	BUY	N/A	2,865 Added 67.81%	7,090 $1.2 Million
Q3 2017 Oct 19, 2017	BUY	N/A	4,225	4,225 $656,000

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

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Transform Wealth, LLC Ishares Expanded Tech Sector E Transaction History