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 $818,793. This represents 0.33% of its overall portfolio holdings.

Number of Shares

16,813

Previous 16,712 0.6%

Holding current value

$818,793

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

343

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

View Full List

About ISHARES TR

Ticker IYE
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Wealth Management Partners, LLC Ishares Tr Transaction History