Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$213 Million
Q3 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 2,559 shares of IYM stock, worth $335,689. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,559

Previous 2,511 1.91%

Holding current value

$335,689

Previous $351,000 9.4%

% of portfolio

0.18%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$136.13 - $151.64 $6,534 - $7,278	48 Added 1.91%	2,559 $384,000
Q1 2024 Apr 12, 2024	SELL	$130.2 - $147.73 $3,124 - $3,545	-24 Reduced 0.95%	2,511 $370,000
Q4 2023 Jan 10, 2024	BUY	$119.29 - $139.6 $5,010 - $5,863	42 Added 1.68%	2,535 $350,000
Q3 2023 Oct 24, 2023	SELL	$124.84 - $138.68 $35,454 - $39,385	-284 Reduced 10.23%	2,493 $314,000
Q2 2023 Jul 24, 2023	SELL	$120.69 - $133.93 $4,465 - $4,955	-37 Reduced 1.31%	2,777 $369,000
Q1 2023 Apr 14, 2023	SELL	$124.32 - $140.43 $23,123 - $26,119	-186 Reduced 6.2%	2,814 $372,000
Q4 2021 Jan 19, 2022	SELL	$125.86 - $141.73 $15,229 - $17,149	-121 Reduced 3.88%	3,000 $438,000
Q3 2021 Oct 29, 2021	SELL	$122.85 - $135.99 $168,550 - $186,578	-1,372 Reduced 30.54%	3,121 $389,000
Q2 2021 Jul 14, 2021	BUY	$126.01 - $141.25 $566,162 - $634,636	4,493 New	4,493 $586,000

Others Institutions Holding IYM

# of Institutions

213

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Wealth Management Partners, LLC Ishares Tr Transaction History