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 $226,035. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,250
Previous 1,880 19.68%
Holding current value
$226,035
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
$44.41 - $306.86 $108,493 - $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
420
Shares Held
25.7M
Call Options Held
51.1K
Put Options Held
36K
View Full List

About ISHARES EXPANDED TECH SECTOR E

IGM Quotes by TradingView
  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email