Wealth Plan Investment Management, LLC Ishares Expanded Tech Sector E Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,122 shares of IGM stock, worth $399,022. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,122
Previous 3,122 -0.0%
Holding current value
$399,022
Previous $350,000 12.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 28, 2025
BUY
$79.8 - $112.34 $249,135 - $350,725
3,122 New
3,122 $350,000
Q1 2023

May 08, 2023
BUY
$275.98 - $339.32 $88,313 - $108,582
320 New
320 $108,000

Others Institutions Holding IGM

# of Institutions
554
Shares Held
46.4M
Call Options Held
294K
Put Options Held
20.6K
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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