Shelton Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 20,202 shares of IGM stock, worth $2.58 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
20,202
Previous 21,889 7.71%
Holding current value
$2.58 Million
Previous $2.46 Million 3.46%
% of portfolio
1.2%
Previous 1.23%

Shares

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

Oct 09, 2025
SELL
$110.96 - $127.67 $187,189 - $215,379
-1,687 Reduced 7.71%
20,202 $2.54 Million
Q2 2025

Jul 11, 2025
SELL
$79.8 - $112.34 $18,433 - $25,950
-231 Reduced 1.04%
21,889 $2.46 Million
Q1 2025

Apr 21, 2025
SELL
$90.67 - $108.46 $156,043 - $186,659
-1,721 Reduced 7.22%
22,120 $2.01 Million
Q4 2024

Jan 15, 2025
SELL
$94.19 - $106.95 $184,424 - $209,408
-1,958 Reduced 7.59%
23,841 $2.43 Million
Q3 2024

Oct 21, 2024
SELL
$84.03 - $98.62 $193,521 - $227,121
-2,303 Reduced 8.2%
25,799 $2.48 Million
Q2 2024

Jul 23, 2024
SELL
$80.02 - $95.38 $409,222 - $487,773
-5,114 Reduced 15.4%
28,102 $2.65 Million
Q1 2024

May 14, 2024
BUY
$84.27 - $516.87 $2.19 Million - $13.4 Million
25,953 Added 357.33%
33,216 $2.86 Million
Q4 2023

Feb 14, 2024
SELL
$365.86 - $450.72 $956,723 - $1.18 Million
-2,615 Reduced 26.47%
7,263 $3.26 Million
Q3 2023

Nov 01, 2023
SELL
$376.08 - $412.97 $240,691 - $264,300
-640 Reduced 6.08%
9,878 $3.78 Million
Q2 2023

Aug 01, 2023
SELL
$325.63 - $395.58 $1.07 Million - $1.3 Million
-3,284 Reduced 23.79%
10,518 $4.13 Million
Q1 2023

May 08, 2023
BUY
$275.98 - $339.32 $25,666 - $31,556
93 Added 0.68%
13,802 $4.68 Million
Q4 2022

Feb 09, 2023
BUY
$44.41 - $306.86 $72,077 - $498,033
1,623 Added 13.43%
13,709 $3.84 Million
Q3 2022

Nov 08, 2022
SELL
$46.07 - $58.66 $184 - $234
-4 Reduced 0.03%
12,086 $3.34 Million
Q2 2022

Jul 28, 2022
BUY
$47.75 - $66.17 $128,304 - $177,798
2,687 Added 28.58%
12,090 $3.56 Million
Q1 2022

May 10, 2022
BUY
$57.01 - $73.7 $5,130 - $6,633
90 Added 0.97%
9,403 $3.65 Million
Q4 2021

Jan 26, 2022
BUY
$66.29 - $75.08 $617,358 - $699,220
9,313 New
9,313 $4.09 Million

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
Track This Portfolio

Track Shelton Wealth Management, LLC Portfolio

Follow Shelton Wealth Management, 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 Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email