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 2,868 shares of IYM stock, worth $415,343. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,868
Previous 2,534 13.18%
Holding current value
$415,343
Previous $375,000 10.67%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 12, 2026
BUY
$139.22 - $151.57 $46,499 - $50,624
334 Added 13.18%
2,868 $415,000
Q3 2025

Oct 21, 2025
BUY
$138.95 - $150.69 $11,671 - $12,657
84 Added 3.43%
2,534 $375,000
Q2 2025

Jul 11, 2025
SELL
$116.16 - $140.01 $12,661 - $15,261
-109 Reduced 4.26%
2,450 $343,000
Q3 2024

Oct 21, 2024
BUY
$136.13 - $151.64 $6,534 - $7,278
48 Added 1.91%
2,559 $384,000
Q1 2024

Apr 12, 2024
SELL
$130.2 - $147.73 $3,124 - $3,545
-24 Reduced 0.95%
2,511 $370,000
Q4 2023

Jan 10, 2024
BUY
$119.29 - $139.6 $5,010 - $5,863
42 Added 1.68%
2,535 $350,000
Q3 2023

Oct 24, 2023
SELL
$124.84 - $138.68 $35,454 - $39,385
-284 Reduced 10.23%
2,493 $314,000
Q2 2023

Jul 24, 2023
SELL
$120.69 - $133.93 $4,465 - $4,955
-37 Reduced 1.31%
2,777 $369,000
Q1 2023

Apr 14, 2023
SELL
$124.32 - $140.43 $23,123 - $26,119
-186 Reduced 6.2%
2,814 $372,000
Q4 2021

Jan 19, 2022
SELL
$125.86 - $141.73 $15,229 - $17,149
-121 Reduced 3.88%
3,000 $438,000
Q3 2021

Oct 29, 2021
SELL
$122.85 - $135.99 $168,550 - $186,578
-1,372 Reduced 30.54%
3,121 $389,000
Q2 2021

Jul 14, 2021
BUY
$126.01 - $141.25 $566,162 - $634,636
4,493 New
4,493 $586,000

Others Institutions Holding IYM

# of Institutions
216
Shares Held
2.12M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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