Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

  • $291 Million
  • Q4 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 9,131 shares of IYF stock, worth $1.13 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
9,131
Previous 9,192 0.66%
Holding current value
$1.13 Million
Previous $1.16 Million 3.01%
% of portfolio
0.39%
Previous 0.42%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$120.85 - $126.31 $7,371 - $7,704
-61 Reduced 0.66%
9,131 $1.13 Million
Q3 2025

Oct 21, 2025
BUY
$119.89 - $127.16 $5,874 - $6,230
49 Added 0.54%
9,192 $1.16 Million
Q2 2025

Jul 11, 2025
BUY
$99.23 - $120.99 $4,266 - $5,202
43 Added 0.47%
9,143 $1.11 Million
Q1 2025

Apr 10, 2025
BUY
$107.69 - $119.37 $24,014 - $26,619
223 Added 2.51%
9,100 $1.02 Million
Q4 2024

Jan 16, 2025
BUY
$102.7 - $119.05 $137,823 - $159,765
1,342 Added 17.81%
8,877 $981,000
Q3 2024

Oct 21, 2024
SELL
$93.83 - $105.05 $469 - $525
-5 Reduced 0.07%
7,535 $782,000
Q2 2024

Jul 12, 2024
BUY
$89.39 - $96.85 $4,022 - $4,358
45 Added 0.6%
7,540 $713,000
Q1 2024

Apr 12, 2024
SELL
$83.91 - $95.65 $3,188 - $3,634
-38 Reduced 0.5%
7,495 $716,000
Q4 2023

Jan 10, 2024
BUY
$70.7 - $85.68 $20,220 - $24,504
286 Added 3.95%
7,533 $643,000
Q3 2023

Oct 24, 2023
SELL
$73.99 - $79.98 $1,479 - $1,599
-20 Reduced 0.28%
7,247 $541,000
Q2 2023

Jul 24, 2023
SELL
$68.91 - $74.74 $22,809 - $24,738
-331 Reduced 4.36%
7,267 $542,000
Q1 2023

Apr 14, 2023
SELL
$68.23 - $82.05 $27,428 - $32,984
-402 Reduced 5.03%
7,598 $540,000
Q1 2022

Apr 13, 2022
BUY
$78.62 - $91.32 $157,240 - $182,640
2,000 Added 33.33%
8,000 $658,000
Q4 2021

Jan 19, 2022
SELL
$83.02 - $90.24 $22,249 - $24,184
-268 Reduced 4.28%
6,000 $536,000
Q3 2021

Oct 29, 2021
SELL
$79.17 - $85.45 $11,162 - $12,048
-141 Reduced 2.2%
6,268 $517,000
Q2 2021

Jul 14, 2021
BUY
$75.91 - $83.61 $7,439 - $8,193
98 Added 1.55%
6,409 $519,000
Q1 2021

Apr 15, 2021
SELL
$65.2 - $76.35 $133,855 - $156,746
-2,053 Reduced 24.55%
6,311 $484,000
Q4 2020

Feb 04, 2021
BUY
$55.06 - $66.77 $460,521 - $558,464
8,364 New
8,364 $562,000

About ISHARES TR

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