Dynasty Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,404,039 shares of IYW stock, worth $208 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
1,404,039
Previous 906,996 54.8%
Holding current value
$208 Million
Previous $137 Billion 63.93%
% of portfolio
3.86%
Previous 4.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$148.14 - $166.23 $73.6 Million - $82.6 Million
497,043 Added 54.8%
1,404,039 $224 Billion
Q3 2024

Nov 12, 2024
BUY
$133.16 - $158.73 $35.4 Million - $42.2 Million
265,966 Added 41.49%
906,996 $137 Billion
Q2 2024

Aug 12, 2024
SELL
$124.75 - $153.46 $30.2 Million - $37.1 Million
-241,714 Reduced 27.38%
641,030 $96.5 Billion
Q1 2024

May 15, 2024
BUY
$117.5 - $136.59 $104 Million - $121 Million
882,744 New
882,744 $119 Billion

Others Institutions Holding IYW

# of Institutions
1,241
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
View Full List

About ISHARES DJ US TECH ETF

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