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 $226 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
1,404,039
Previous 906,996 54.8%
Holding current value
$226 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
1,192
Shares Held
81.9M
Call Options Held
76.9K
Put Options Held
33.6K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email