Iag Wealth Partners, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 17,439 shares of SMLV stock, worth $2.25 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

17,439

Previous 17,510 0.41%

Holding current value

$2.25 Million

Previous $1.93 Million 12.46%

% of portfolio

0.41%

Previous 0.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$108.3 - $128.14 $7,689 - $9,097	-71 Reduced 0.41%	17,439 $2.17 Million
Q2 2024 Jul 16, 2024	SELL	$103.54 - $113.03 $38,723 - $42,273	-374 Reduced 2.09%	17,510 $1.93 Million
Q1 2024 Apr 24, 2024	SELL	$105.26 - $112.11 $100,312 - $106,840	-953 Reduced 5.06%	17,884 $2 Million
Q4 2023 Feb 02, 2024	SELL	$93.59 - $114.07 $53,439 - $65,133	-571 Reduced 2.94%	18,837 $2.12 Million
Q3 2023 Oct 24, 2023	SELL	$98.22 - $109.61 $70,423 - $78,590	-717 Reduced 3.56%	19,408 $1.92 Million
Q2 2023 Aug 10, 2023	SELL	$97.31 - $107.13 $120,372 - $132,519	-1,237 Reduced 5.79%	20,125 $2.08 Million
Q1 2023 Apr 25, 2023	SELL	$101.27 - $116.11 $76,357 - $87,546	-754 Reduced 3.41%	21,362 $2.25 Million
Q4 2022 Feb 08, 2023	SELL	$99.86 - $114.25 $43,938 - $50,270	-440 Reduced 1.95%	22,116 $2.38 Million
Q3 2022 Oct 26, 2022	SELL	$98.74 - $116.0 $63,588 - $74,704	-644 Reduced 2.78%	22,556 $2.23 Million
Q2 2022 Aug 03, 2022	SELL	$100.61 - $115.32 $113,085 - $129,619	-1,124 Reduced 4.62%	23,200 $2.42 Million
Q1 2022 May 04, 2022	SELL	$110.83 - $120.8 $102,739 - $111,981	-927 Reduced 3.67%	24,324 $2.78 Million
Q4 2021 Feb 14, 2022	SELL	$112.84 - $121.42 $1.03 Million - $1.11 Million	-9,143 Reduced 26.58%	25,251 $3.02 Million
Q3 2021 Nov 04, 2021	BUY	$108.48 - $115.98 $59,338 - $63,441	547 Added 1.62%	34,394 $3.86 Million
Q2 2021 Aug 04, 2021	SELL	$111.22 - $117.06 $174,726 - $183,901	-1,571 Reduced 4.44%	33,847 $3.81 Million
Q1 2021 Apr 29, 2021	SELL	$94.11 - $116.98 $107,379 - $133,474	-1,141 Reduced 3.12%	35,418 $3.95 Million
Q4 2020 Feb 11, 2021	BUY	$76.38 - $96.63 $229 - $289	3 Added 0.01%	36,559 $3.5 Million
Q3 2020 Feb 11, 2021	BUY	$71.58 - $81.95 $191,834 - $219,626	2,680 Added 7.91%	36,556 $2.77 Million
Q2 2020 Feb 11, 2021	BUY	$58.89 - $86.67 $483,663 - $711,820	8,213 Added 32.0%	33,876 $2.59 Million
Q1 2020 Feb 11, 2021	BUY	$57.86 - $101.27 $828,034 - $1.45 Million	14,311 Added 126.07%	25,663 $1.7 Million
Q4 2019 Feb 11, 2021	BUY	$92.59 - $100.97 $1.05 Million - $1.15 Million	11,352 New	11,352 $1.14 Million

Others Institutions Holding SMLV

# of Institutions

Shares Held

779K

Call Options Held

Put Options Held

View Full List

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
Sector ETFs
Industry ETFs

More about SMLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Spdr Ssga Us Small Cap Low Vol Transaction History