Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$253 Million
Q2 2025

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 15,881 shares of IEO stock, worth $1.38 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

15,881

Previous 16,506 3.79%

Holding current value

$1.38 Million

Previous $1.54 Million 8.58%

% of portfolio

0.56%

Previous 0.73%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$74.87 - $95.92 $46,793 - $59,950	-625 Reduced 3.79%	15,881 $1.41 Million
Q1 2025 Apr 10, 2025	BUY	$86.02 - $99.13 $16,601 - $19,132	193 Added 1.18%	16,506 $1.54 Million
Q4 2024 Jan 16, 2025	BUY	$85.22 - $101.77 $192,426 - $229,796	2,258 Added 16.07%	16,313 $1.46 Million
Q3 2024 Oct 21, 2024	SELL	$88.52 - $101.16 $4,514 - $5,159	-51 Reduced 0.36%	14,055 $1.29 Million
Q2 2024 Jul 12, 2024	BUY	$96.41 - $111.94 $53,218 - $61,790	552 Added 4.07%	14,106 $1.4 Million
Q1 2024 Apr 12, 2024	BUY	$87.76 - $106.97 $19,921 - $24,282	227 Added 1.7%	13,554 $1.45 Million
Q4 2023 Jan 10, 2024	BUY	$89.35 - $102.39 $130,629 - $149,694	1,462 Added 12.32%	13,327 $1.24 Million
Q3 2023 Oct 24, 2023	BUY	$82.81 - $101.54 $43,558 - $53,410	526 Added 4.64%	11,865 $1.16 Million
Q2 2023 Jul 24, 2023	BUY	$78.88 - $90.31 $20,824 - $23,841	264 Added 2.38%	11,339 $963,000
Q1 2023 Apr 14, 2023	BUY	$79.25 - $98.78 $85,193 - $106,188	1,075 Added 10.75%	11,075 $950,000
Q3 2022 Oct 21, 2022	BUY	$72.71 - $96.38 $727,099 - $963,800	10,000 New	10,000 $908,000

Others Institutions Holding IEO

# of Institutions

169

Shares Held

2.34M

Call Options Held

37.3K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Account

Wealth Management Partners, LLC Ishares Tr Transaction History