Dynamic Wealth Strategies, LLC Ishares Expanded Tech Sector E Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 94,832 shares of IGM stock, worth $12.1 Million. This represents 8.04% of its overall portfolio holdings.

Number of Shares
94,832
Previous 94,128 0.75%
Holding current value
$12.1 Million
Previous $10.6 Million 12.96%
% of portfolio
8.04%
Previous 7.67%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$110.96 - $127.67 $78,115 - $89,879
704 Added 0.75%
94,832 $11.9 Million
Q2 2025

Aug 13, 2025
BUY
$79.8 - $112.34 $2.14 Million - $3.01 Million
26,825 Added 39.86%
94,128 $10.6 Million
Q1 2025

May 12, 2025
BUY
$90.67 - $108.46 $135,188 - $161,713
1,491 Added 2.27%
67,303 $6.1 Million
Q4 2024

Feb 13, 2025
BUY
$94.19 - $106.95 $39,183 - $44,491
416 Added 0.64%
65,812 $6.72 Million
Q3 2024

Nov 13, 2024
SELL
$84.03 - $98.62 $44,199 - $51,874
-526 Reduced 0.8%
65,396 $6.27 Million
Q2 2024

Aug 15, 2024
SELL
$80.02 - $95.38 $273,348 - $325,818
-3,416 Reduced 4.93%
65,922 $6.22 Million
Q1 2024

May 15, 2024
BUY
$84.27 - $516.87 $4.86 Million - $29.8 Million
57,626 Added 492.03%
69,338 $5.98 Million
Q4 2023

Feb 13, 2024
BUY
$365.86 - $450.72 $4.28 Million - $5.28 Million
11,712 New
11,712 $5.25 Billion

Others Institutions Holding IGM

# of Institutions
555
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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