Wilkins Miller Wealth Management, LLC ISHARES TR Transaction History

Wilkins Miller Wealth Management, LLC

  • $168 Billion
  • Q4 2025
Number of Shares
58,231
Previous 54,719 6.42%
Holding current value
$1.52 Billion
Previous $1.43 Billion 6.36%
% of portfolio
0.91%
Previous 0.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
N/A
3,512 Added 6.42%
58,231 $1.52 Billion
Q3 2025

Nov 10, 2025
BUY
N/A
13,217 Added 31.85%
54,719 $1.43 Billion
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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