A detailed history of Wealth Management Resources, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 171,767 shares of IFRA stock, worth $8.02 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
171,767
Previous 174,755 1.71%
Holding current value
$8.02 Million
Previous $7.36 Million 9.61%
% of portfolio
3.22%
Previous 3.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$41.55 - $46.97 $124,151 - $140,346
-2,988 Reduced 1.71%
171,767 $8.07 Million
Q2 2024

Jul 17, 2024

SELL
$41.22 - $44.87 $282,315 - $307,314
-6,849 Reduced 3.77%
174,755 $7.36 Million
Q1 2024

Apr 19, 2024

SELL
$38.14 - $43.36 $218,313 - $248,192
-5,724 Reduced 3.06%
181,604 $7.87 Million
Q4 2023

Jan 19, 2024

BUY
$34.58 - $40.63 $6.48 Million - $7.61 Million
187,328 New
187,328 $7.54 Million

Others Institutions Holding IFRA

About ISHARES TR


  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
Track This Portfolio

Track Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. 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 Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.