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 3,321 shares of IYJ stock, worth $466,700. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,321

Previous 3,410 2.61%

Holding current value

$466,700

Previous $455,000 2.64%

% of portfolio

0.19%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$132.97 - $143.93 $11,834 - $12,809	-89 Reduced 2.61%	3,321 $443,000
Q3 2024 Oct 21, 2024	SELL	$118.32 - $133.67 $591 - $668	-5 Reduced 0.15%	3,410 $455,000
Q2 2024 Jul 12, 2024	SELL	$119.1 - $125.05 $14,649 - $15,381	-123 Reduced 3.48%	3,415 $407,000
Q1 2024 Apr 12, 2024	SELL	$111.23 - $125.71 $161,505 - $182,530	-1,452 Reduced 29.1%	3,538 $444,000
Q4 2023 Jan 10, 2024	SELL	$95.31 - $114.66 $55,279 - $66,502	-580 Reduced 10.41%	4,990 $570,000
Q2 2023 Jul 24, 2023	SELL	$96.6 - $106.04 $34,196 - $37,538	-354 Reduced 5.98%	5,570 $590,000
Q1 2023 Apr 14, 2023	SELL	$95.26 - $104.26 $7,239 - $7,923	-76 Reduced 1.27%	5,924 $593,000
Q3 2022 Oct 21, 2022	SELL	$83.78 - $102.55 $83,780 - $102,550	-1,000 Reduced 14.29%	6,000 $525,000
Q2 2022 Jul 15, 2022	SELL	$86.15 - $105.81 $86,150 - $105,810	-1,000 Reduced 12.5%	7,000 $606,000
Q4 2021 Jan 19, 2022	SELL	$104.49 - $114.29 $6,478 - $7,085	-62 Reduced 0.77%	8,000 $880,000
Q3 2021 Oct 29, 2021	SELL	$107.16 - $114.98 $26,790 - $28,745	-250 Reduced 3.01%	8,062 $864,000
Q2 2021 Jul 14, 2021	BUY	$106.5 - $112.79 $516,418 - $546,918	4,849 Added 140.02%	8,312 $924,000
Q1 2021 Apr 15, 2021	SELL	$93.24 - $105.87 $23,403 - $26,573	-251 Reduced 6.76%	3,463 $371,000
Q4 2020 Feb 04, 2021	BUY	$81.66 - $97.19 $303,285 - $360,963	3,714 New	3,714 $357,000

Others Institutions Holding IYJ

# of Institutions

321

Shares Held

6.29M

Call Options Held

29.4K

Put Options Held

View Full List

About ISHARES TR

Ticker IYJ
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Wealth Management Partners, LLC Ishares Tr Transaction History