Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 16,813 shares of IYE stock, worth $795,254. This represents 0.33% of its overall portfolio holdings.

Number of Shares

16,813

Previous 16,712 0.6%

Holding current value

$795,254

Previous $774,000 1.03%

% of portfolio

0.33%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$43.93 - $51.37 $4,436 - $5,188	101 Added 0.6%	16,813 $766,000
Q3 2024 Oct 21, 2024	SELL	$44.44 - $49.18 $399 - $442	-9 Reduced 0.05%	16,712 $774,000
Q2 2024 Jul 12, 2024	BUY	$46.21 - $51.17 $23,289 - $25,789	504 Added 3.11%	16,721 $802,000
Q1 2024 Apr 12, 2024	BUY	$41.9 - $49.4 $12,947 - $15,264	309 Added 1.94%	16,217 $801,000
Q4 2023 Jan 10, 2024	BUY	$42.54 - $48.28 $4,807 - $5,455	113 Added 0.72%	15,908 $701,000
Q3 2023 Oct 24, 2023	SELL	$41.76 - $48.97 $1,670 - $1,958	-40 Reduced 0.25%	15,795 $749,000
Q1 2023 Apr 14, 2023	SELL	$40.63 - $49.07 $47,333 - $57,166	-1,165 Reduced 6.85%	15,835 $692,000
Q4 2022 Jan 20, 2023	BUY	$41.43 - $50.5 $41,430 - $50,500	1,000 Added 6.25%	17,000 $0
Q3 2022 Oct 21, 2022	SELL	$36.07 - $45.64 $36,070 - $45,640	-1,000 Reduced 5.88%	16,000 $715,000
Q2 2022 Jul 15, 2022	SELL	$37.64 - $48.83 $37,640 - $48,830	-1,000 Reduced 5.56%	17,000 $645,000
Q1 2022 Apr 13, 2022	BUY	$31.0 - $42.12 $558,000 - $758,160	18,000 New	18,000 $726,000

Others Institutions Holding IYE

# of Institutions

340

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

Portfolio Update

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

News

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

Account

Wealth Management Partners, LLC Ishares Tr Transaction History