Vertex Planning Partners, LLC Ishares Dj Us Tech ETF Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 13,273 shares of IYW stock, worth $2.44 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

13,273

Previous 15,868 16.35%

Holding current value

$2.44 Million

Previous $2.23 Billion 3.2%

% of portfolio

0.48%

Previous 0.49%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$122.57 - $173.27 $318,069 - $449,635	-2,595 Reduced 16.35%	13,273 $2.3 Billion
Q1 2025 May 14, 2025	BUY	$140.44 - $166.79 $153,220 - $181,967	1,091 Added 7.38%	15,868 $2.23 Billion
Q4 2024 Feb 12, 2025	BUY	$148.14 - $166.23 $91,550 - $102,730	618 Added 4.36%	14,777 $2.36 Billion
Q3 2024 Nov 07, 2024	SELL	$133.16 - $158.73 $32,890 - $39,206	-247 Reduced 1.71%	14,159 $2.15 Billion
Q2 2024 Aug 13, 2024	BUY	$124.75 - $153.46 $42,040 - $51,716	337 Added 2.4%	14,406 $2.17 Billion
Q1 2024 May 13, 2024	BUY	$117.5 - $136.59 $160,387 - $186,445	1,365 Added 10.74%	14,069 $1.9 Billion
Q4 2023 Feb 14, 2024	BUY	$101.31 - $123.31 $191,982 - $233,672	1,895 Added 17.53%	12,704 $1.56 Billion
Q3 2023 Nov 14, 2023	SELL	$103.39 - $113.67 $389,056 - $427,740	-3,763 Reduced 25.82%	10,809 $1.13 Billion
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $73,427 - $90,558	828 Added 6.02%	14,572 $1.59 Billion
Q1 2023 May 16, 2023	BUY	$72.54 - $92.81 $154,437 - $197,592	2,129 Added 18.33%	13,744 $1.28 Billion
Q4 2022 Feb 06, 2023	BUY	$71.52 - $81.72 $830,704 - $949,177	11,615 New	11,615 $865 Million

Others Institutions Holding IYW

# of Institutions

1,303

Shares Held

89M

Call Options Held

276K

Put Options Held

235K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Ishares Dj Us Tech ETF Transaction History