Iam Advisory, LLC Wisdomtree Tr Transaction History

Iam Advisory, LLC

  • $381 Million
  • Q1 2025

A detailed history of Iam Advisory, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Iam Advisory, LLC holds 219,275 shares of IHDG stock, worth $9 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
219,275
Previous 219,399 0.06%
Holding current value
$9 Million
Previous $9.54 Million 0.68%
% of portfolio
2.52%
Previous 2.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$43.4 - $47.51 $5,381 - $5,891
-124 Reduced 0.06%
219,275 $9.6 Million
Q4 2024

Jan 15, 2025
BUY
$43.38 - $46.0 $129,098 - $136,896
2,976 Added 1.38%
219,399 $9.54 Million
Q3 2024

Oct 07, 2024
BUY
$42.42 - $46.78 $129,211 - $142,491
3,046 Added 1.43%
216,423 $9.89 Million
Q2 2024

Jul 12, 2024
BUY
$43.96 - $46.57 $9.38 Million - $9.94 Million
213,377 New
213,377 $9.73 Million

Others Institutions Holding IHDG

# of Institutions
279
Shares Held
51.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Iam Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email