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 8,877 shares of IYF stock, worth $987,832. This represents 0.43% of its overall portfolio holdings.

Number of Shares

8,877

Previous 7,535 17.81%

Holding current value

$987,832

Previous $782,000 25.45%

% of portfolio

0.43%

Previous 0.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$102.7 - $119.05 $137,823 - $159,765	1,342 Added 17.81%	8,877 $981,000
Q3 2024 Oct 21, 2024	SELL	$93.83 - $105.05 $469 - $525	-5 Reduced 0.07%	7,535 $782,000
Q2 2024 Jul 12, 2024	BUY	$89.39 - $96.85 $4,022 - $4,358	45 Added 0.6%	7,540 $713,000
Q1 2024 Apr 12, 2024	SELL	$83.91 - $95.65 $3,188 - $3,634	-38 Reduced 0.5%	7,495 $716,000
Q4 2023 Jan 10, 2024	BUY	$70.7 - $85.68 $20,220 - $24,504	286 Added 3.95%	7,533 $643,000
Q3 2023 Oct 24, 2023	SELL	$73.99 - $79.98 $1,479 - $1,599	-20 Reduced 0.28%	7,247 $541,000
Q2 2023 Jul 24, 2023	SELL	$68.91 - $74.74 $22,809 - $24,738	-331 Reduced 4.36%	7,267 $542,000
Q1 2023 Apr 14, 2023	SELL	$68.23 - $82.05 $27,428 - $32,984	-402 Reduced 5.03%	7,598 $540,000
Q1 2022 Apr 13, 2022	BUY	$78.62 - $91.32 $157,240 - $182,640	2,000 Added 33.33%	8,000 $658,000
Q4 2021 Jan 19, 2022	SELL	$83.02 - $90.24 $22,249 - $24,184	-268 Reduced 4.28%	6,000 $536,000
Q3 2021 Oct 29, 2021	SELL	$79.17 - $85.45 $11,162 - $12,048	-141 Reduced 2.2%	6,268 $517,000
Q2 2021 Jul 14, 2021	BUY	$75.91 - $83.61 $7,439 - $8,193	98 Added 1.55%	6,409 $519,000
Q1 2021 Apr 15, 2021	SELL	$65.2 - $76.35 $133,855 - $156,746	-2,053 Reduced 24.55%	6,311 $484,000
Q4 2020 Feb 04, 2021	BUY	$55.06 - $66.77 $460,521 - $558,464	8,364 New	8,364 $562,000

Others Institutions Holding IYF

# of Institutions

460

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
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Wealth Management Partners, LLC Ishares Tr Transaction History