Wr Wealth Planners, LLC Ishares Global Fin'L ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Global Fin'L ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 180 shares of IXG stock, worth $17,510. This represents 0.0% of its overall portfolio holdings.

Number of Shares

180

Previous 180 -0.0%

Holding current value

$17,510

Previous $15,000 13.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$81.65 - $88.93 $3,919 - $4,268	-48 Reduced 21.05%	180 $15,000
Q1 2024 Jul 31, 2024	BUY	$76.62 - $86.64 $17,469 - $19,753	228 New	228 $19,000
Q3 2023 Aug 01, 2024	SELL	$70.28 - $75.09 $1,546 - $1,651	-22 Reduced 3.24%	656 $46.2 Million
Q2 2023 Aug 01, 2024	BUY	$68.48 - $72.16 $34,103 - $35,935	498 Added 276.67%	678 $48.5 Million
Q1 2023 Aug 01, 2024	BUY	$65.75 - $76.74 $35,505 - $41,439	540 Added 300.0%	720 $49.7 Million
Q4 2022 Oct 10, 2024	SELL	$60.97 - $73.57 $196,201 - $236,748	-3,218 Reduced 78.66%	873 $61.4 Million
Q3 2022 Oct 10, 2024	BUY	$61.31 - $71.91 $239,783 - $281,240	3,911 Added 2172.78%	4,091 $251 Million
Q2 2022 Oct 17, 2024	SELL	$64.68 - $79.93 $21,603 - $26,696	-334 Reduced 5.77%	5,452 $358 Million
Q1 2022 Oct 17, 2024	BUY	$72.45 - $85.55 $406,154 - $479,593	5,606 Added 3114.44%	5,786 $460 Million

Others Institutions Holding IXG

# of Institutions

125

Shares Held

2.03M

Call Options Held

Put Options Held

View Full List

About ISHARES GLOBAL FIN'L ETF

Ticker IXG
Sector ETFs
Industry ETFs

More about IXG

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Wr Wealth Planners, LLC Ishares Global Fin'L ETF Transaction History