Wealthsource Partners, LLC Ishares Expanded Tech Sector E Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,250 shares of IGM stock, worth $203,985. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,250
Previous 1,880 19.68%
Holding current value
$203,985
Previous $718,000 40.39%
% of portfolio
0.07%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$365.86 - $450.72 $135,368 - $166,766
370 Added 19.68%
2,250 $1.01 Million
Q3 2023

Nov 09, 2023
SELL
$376.08 - $412.97 $241,067 - $264,713
-641 Reduced 25.43%
1,880 $718,000
Q2 2023

Aug 14, 2023
SELL
$325.63 - $395.58 $325 - $395
-1 Reduced 0.04%
2,521 $990,000
Q1 2023

May 15, 2023
BUY
$275.98 - $339.32 $21,802 - $26,806
79 Added 3.23%
2,522 $855,000
Q4 2022

Feb 09, 2023
BUY
$269.75 - $306.86 $658,999 - $749,658
2,443 New
2,443 $684,000
Q4 2017

Feb 16, 2018
SELL
N/A
-1,538 Closed
0 $0
Q3 2017

Nov 20, 2017
BUY
N/A
1,538
1,538 $239,000

Others Institutions Holding IGM

# of Institutions
376
Shares Held
23.7M
Call Options Held
49.8K
Put Options Held
21.8K
View Full List

About ISHARES EXPANDED TECH SECTOR E

IGM Quotes by TradingView
  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
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