Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 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 16,313 shares of IEO stock, worth $1.54 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

16,313

Previous 14,055 16.07%

Holding current value

$1.54 Million

Previous $1.29 Million 13.77%

% of portfolio

0.64%

Previous 0.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

173

Shares Held

2.64M

Call Options Held

21.8K

Put Options Held

21.6K

View Full List

About ISHARES TR

Ticker IEO
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Industry ETFs

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Wealth Management Partners, LLC Ishares Tr Transaction History