Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

  • $194 Million
  • Q1 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 13,554 shares of IEO stock, worth $1.36 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
13,554
Previous 13,327 1.7%
Holding current value
$1.36 Million
Previous $1.24 Million 16.76%
% of portfolio
0.75%
Previous 0.7%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
186
Shares Held
2.87M
Call Options Held
50.6K
Put Options Held
49.8K
View Full List

About ISHARES TR

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