Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

  • $274 Million
  • Q3 2025

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 21,076 shares of IYE stock, worth $1.03 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
21,076
Previous 20,741 1.62%
Holding current value
$1.03 Million
Previous $937,000 6.83%
% of portfolio
0.36%
Previous 0.37%

Shares

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

Oct 21, 2025
BUY
$44.83 - $48.91 $15,018 - $16,384
335 Added 1.62%
21,076 $1 Million
Q2 2025

Jul 11, 2025
SELL
$40.36 - $49.67 $171,126 - $210,600
-4,240 Reduced 16.97%
20,741 $937,000
Q1 2025

Apr 10, 2025
BUY
$45.23 - $49.95 $369,438 - $407,991
8,168 Added 48.58%
24,981 $1.22 Million
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
320
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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