Walled Lake Planning & Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 3,646 shares of IGM stock, worth $374,298. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,646
Previous 7,021 48.07%
Holding current value
$374,298
Previous $716,000 53.91%
% of portfolio
0.13%
Previous 0.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$90.67 - $108.46 $306,011 - $366,052
-3,375 Reduced 48.07%
3,646 $330,000
Q4 2024

Feb 12, 2025
BUY
$94.19 - $106.95 $25,996 - $29,518
276 Added 4.09%
7,021 $716,000
Q3 2024

Nov 14, 2024
BUY
$84.03 - $98.62 $21,091 - $24,753
251 Added 3.87%
6,745 $647,000
Q2 2024

Aug 12, 2024
BUY
$80.02 - $95.38 $45,611 - $54,366
570 Added 9.62%
6,494 $612,000
Q1 2024

May 13, 2024
BUY
$84.27 - $516.87 $428,428 - $2.63 Million
5,084 Added 605.24%
5,924 $510,000
Q4 2023

Feb 13, 2024
SELL
$365.86 - $450.72 $2,195 - $2,704
-6 Reduced 0.71%
840 $376,000
Q3 2023

Nov 14, 2023
BUY
$376.08 - $412.97 $6,393 - $7,020
17 Added 2.05%
846 $323,000
Q2 2023

Aug 11, 2023
BUY
$325.63 - $395.58 $38,098 - $46,282
117 Added 16.43%
829 $325,000
Q1 2023

May 12, 2023
BUY
$275.98 - $339.32 $196,497 - $241,595
712 New
712 $241,000
Q1 2022

May 13, 2022
SELL
$57.01 - $73.7 $35,631 - $46,062
-625 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$66.29 - $75.08 $37,188 - $42,119
561 Added 876.56%
625 $274,000
Q3 2021

Nov 15, 2021
BUY
$66.83 - $71.86 $4,277 - $4,599
64 New
64 $26,000

Others Institutions Holding IGM

# of Institutions
469
Shares Held
28.2M
Call Options Held
49.7K
Put Options Held
15.7K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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