Wealth Management Partners, LLC Ishares Global Industrials ETF Transaction History

Wealth Management Partners, LLC

  • $203 Million
  • Q2 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Global Industrials ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 2,168 shares of EXI stock, worth $321,882. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,168
Previous 2,417 10.3%
Holding current value
$321,882
Previous $337,000 13.35%
% of portfolio
0.14%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$133.2 - $141.31 $33,166 - $35,186
-249 Reduced 10.3%
2,168 $292,000
Q1 2024

Apr 12, 2024
SELL
$123.98 - $140.05 $14,257 - $16,105
-115 Reduced 4.54%
2,417 $337,000
Q4 2023

Jan 10, 2024
SELL
$106.65 - $127.47 $56,951 - $68,068
-534 Reduced 17.42%
2,532 $322,000
Q3 2023

Oct 24, 2023
SELL
$112.62 - $123.49 $34,461 - $37,787
-306 Reduced 9.07%
3,066 $346,000
Q2 2023

Jul 24, 2023
SELL
$111.18 - $120.25 $11,118 - $12,025
-100 Reduced 2.88%
3,372 $405,000
Q1 2023

Apr 14, 2023
SELL
$106.8 - $115.08 $56,390 - $60,762
-528 Reduced 13.2%
3,472 $396,000
Q2 2022

Jul 15, 2022
SELL
$94.74 - $115.43 $189,480 - $230,860
-2,000 Reduced 33.33%
4,000 $402,000
Q4 2021

Jan 19, 2022
SELL
$116.75 - $125.59 $88,730 - $95,448
-760 Reduced 11.24%
6,000 $796,000
Q3 2021

Oct 29, 2021
SELL
$116.83 - $124.89 $19,043 - $20,357
-163 Reduced 2.35%
6,760 $794,000
Q2 2021

Jul 14, 2021
SELL
$116.87 - $123.89 $18,932 - $20,070
-162 Reduced 2.29%
6,923 $827,000
Q1 2021

Apr 15, 2021
BUY
$103.74 - $116.07 $34,960 - $39,115
337 Added 4.99%
7,085 $831,000
Q4 2020

Feb 04, 2021
BUY
$90.06 - $106.97 $607,724 - $721,833
6,748 New
6,748 $721,000

Others Institutions Holding EXI

# of Institutions
84
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES GLOBAL INDUSTRIALS ETF

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