Wilkins Miller Wealth Management, LLC ISHARES TR Transaction History

Wilkins Miller Wealth Management, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
41,502
Previous 65,550 36.69%
Holding current value
$1.08 Billion
Previous $1.68 Billion 35.83%
% of portfolio
0.73%
Previous 1.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-24,048 Reduced 36.69%
41,502 $1.08 Billion
Q1 2025

May 13, 2025
BUY
N/A
1,867 Added 2.93%
65,550 $1.68 Billion
Q4 2024

Feb 24, 2025
BUY
N/A
63,683 New
63,683 $1.6 Billion
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