A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,314 shares of IYW stock, worth $1.83 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
11,314
Previous 10,613 6.61%
Holding current value
$1.83 Million
Previous $1.6 Billion 7.4%
% of portfolio
0.79%
Previous 0.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$133.16 - $158.73 $93,345 - $111,269
701 Added 6.61%
11,314 $1.72 Billion
Q2 2024

Jul 31, 2024

BUY
$124.75 - $153.46 $234,031 - $287,890
1,876 Added 21.47%
10,613 $1.6 Billion
Q1 2024

Apr 23, 2024

BUY
$117.5 - $136.59 $260,380 - $302,683
2,216 Added 33.98%
8,737 $1.18 Billion
Q4 2023

Jan 17, 2024

BUY
$101.31 - $123.31 $660,642 - $804,104
6,521 New
6,521 $800 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.