A detailed history of Wj Wealth Management, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Wj Wealth Management, LLC holds 1,650 shares of IBB stock, worth $220,308. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,650
Previous 1,650 -0.0%
Holding current value
$220,308
Previous $226,000 6.19%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$132.3 - $140.89 $33,075 - $35,222
-250 Reduced 13.16%
1,650 $226,000
Q3 2023

Oct 10, 2023

SELL
$122.27 - $131.47 $30,567 - $32,867
-250 Reduced 11.63%
1,900 $232,000
Q2 2023

Jul 11, 2023

BUY
$125.53 - $133.58 $269,889 - $287,197
2,150 New
2,150 $272,000
Q2 2022

Aug 05, 2022

BUY
$105.82 - $134.76 $206,349 - $262,782
1,950 New
1,950 $230,000
Q3 2020

Oct 14, 2020

SELL
$126.88 - $145.8 $227,115 - $260,982
-1,790 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$103.79 - $138.65 $185,784 - $248,183
1,790 New
1,790 $244,000

Others Institutions Holding IBB

About ISHARES BIOTECHNOLOGY ETF


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

Track Wj Wealth Management, LLC Portfolio

Follow Wj Wealth Management, 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 Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.