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 2,450 shares of IYM stock, worth $351,060. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,450
Previous 2,559 4.26%
Holding current value
$351,060
Previous $343,000 -0.0%
% of portfolio
0.14%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$116.16 - $140.01 $12,661 - $15,261
-109 Reduced 4.26%
2,450 $343,000
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
217
Shares Held
2.38M
Call Options Held
8.4K
Put Options Held
300
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email