Wealth Management Partners, LLC Ishares Trust Ishares Msci Glo Transaction History

Wealth Management Partners, LLC

$213 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	$70.77 - $83.78 $70,770 - $83,780	-1,000 Reduced 14.29%	6,000 $427,000
Q2 2022 Jul 15, 2022	BUY	$77.15 - $86.93 $77,150 - $86,930	1,000 Added 16.67%	7,000 $529,000
Q1 2022 Apr 13, 2022	SELL	$82.15 - $90.96 $82,150 - $90,960	-1,000 Reduced 14.29%	6,000 $553,000
Q4 2021 Jan 19, 2022	BUY	$87.78 - $97.25 $368,851 - $408,644	4,202 Added 150.18%	7,000 $623,000
Q3 2021 Oct 29, 2021	SELL	$95.5 - $100.65 $27,217 - $28,685	-285 Reduced 9.24%	2,798 $269,000
Q2 2021 Jul 14, 2021	SELL	$94.42 - $99.78 $1,699 - $1,796	-18 Reduced 0.58%	3,083 $306,000
Q1 2021 Apr 15, 2021	SELL	$92.2 - $100.06 $111,377 - $120,872	-1,208 Reduced 28.03%	3,101 $295,000
Q4 2020 Feb 04, 2021	BUY	$77.55 - $93.5 $334,162 - $402,891	4,309 New	4,309 $431,000

Others Institutions Holding SDG

# of Institutions

128

Shares Held

1.35M

Call Options Held

0

Put Options Held

0

About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
Sector ETFs
Industry ETFs

Track This Portfolio

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.