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

Certus Wealth Management, LLC

  • $149 Million
  • Q2 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 16,703 shares of IYW stock, worth $3.07 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
16,703
Previous 17,805 6.19%
Holding current value
$3.07 Million
Previous $2.5 Million 15.76%
% of portfolio
1.95%
Previous 1.78%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$122.57 - $173.27 $135,072 - $190,943
-1,102 Reduced 6.19%
16,703 $2.89 Million
Q1 2025

May 13, 2025
BUY
$140.44 - $166.79 $261,639 - $310,729
1,863 Added 11.69%
17,805 $2.5 Million
Q4 2024

Feb 11, 2025
SELL
$148.14 - $166.23 $67,255 - $75,468
-454 Reduced 2.77%
15,942 $2.54 Million
Q3 2024

Nov 12, 2024
BUY
$133.16 - $158.73 $1.37 Million - $1.64 Million
10,318 Added 169.76%
16,396 $2.49 Million
Q2 2024

Aug 02, 2024
BUY
$124.75 - $153.46 $2,370 - $2,915
19 Added 0.31%
6,078 $914,000
Q1 2024

May 06, 2024
BUY
$117.5 - $136.59 $25,380 - $29,503
216 Added 3.7%
6,059 $818,000
Q4 2023

Feb 09, 2024
BUY
$101.31 - $123.31 $193,502 - $235,522
1,910 Added 48.56%
5,843 $717,000
Q3 2023

Nov 02, 2023
BUY
$103.39 - $113.67 $5,376 - $5,910
52 Added 1.34%
3,933 $412,000
Q2 2023

Aug 10, 2023
BUY
$88.68 - $109.37 $344,167 - $424,464
3,881 New
3,881 $423 Million

Others Institutions Holding IYW

# of Institutions
1,281
Shares Held
85.1M
Call Options Held
339K
Put Options Held
154K
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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