Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

$212 Million
Q1 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 3,321 shares of IYJ stock, worth $408,748. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,321

Previous 3,321 -0.0%

Holding current value

$408,748

Previous $443,000 3.39%

% of portfolio

0.2%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$132.97 - $143.93 $11,834 - $12,809	-89 Reduced 2.61%	3,321 $443,000
Q3 2024 Oct 21, 2024	SELL	$118.32 - $133.67 $591 - $668	-5 Reduced 0.15%	3,410 $455,000
Q2 2024 Jul 12, 2024	SELL	$119.1 - $125.05 $14,649 - $15,381	-123 Reduced 3.48%	3,415 $407,000
Q1 2024 Apr 12, 2024	SELL	$111.23 - $125.71 $161,505 - $182,530	-1,452 Reduced 29.1%	3,538 $444,000
Q4 2023 Jan 10, 2024	SELL	$95.31 - $114.66 $55,279 - $66,502	-580 Reduced 10.41%	4,990 $570,000
Q2 2023 Jul 24, 2023	SELL	$96.6 - $106.04 $34,196 - $37,538	-354 Reduced 5.98%	5,570 $590,000
Q1 2023 Apr 14, 2023	SELL	$95.26 - $104.26 $7,239 - $7,923	-76 Reduced 1.27%	5,924 $593,000
Q3 2022 Oct 21, 2022	SELL	$83.78 - $102.55 $83,780 - $102,550	-1,000 Reduced 14.29%	6,000 $525,000
Q2 2022 Jul 15, 2022	SELL	$86.15 - $105.81 $86,150 - $105,810	-1,000 Reduced 12.5%	7,000 $606,000
Q4 2021 Jan 19, 2022	SELL	$104.49 - $114.29 $6,478 - $7,085	-62 Reduced 0.77%	8,000 $880,000
Q3 2021 Oct 29, 2021	SELL	$107.16 - $114.98 $26,790 - $28,745	-250 Reduced 3.01%	8,062 $864,000
Q2 2021 Jul 14, 2021	BUY	$106.5 - $112.79 $516,418 - $546,918	4,849 Added 140.02%	8,312 $924,000
Q1 2021 Apr 15, 2021	SELL	$93.24 - $105.87 $23,403 - $26,573	-251 Reduced 6.76%	3,463 $371,000
Q4 2020 Feb 04, 2021	BUY	$81.66 - $97.19 $303,285 - $360,963	3,714 New	3,714 $357,000

Others Institutions Holding IYJ

# of Institutions

341

Shares Held

6.52M

Call Options Held

35.9K

Put Options Held

11.8K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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