Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History

Forthright Family Wealth Advisory LLC

$134 Million
Q1 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 25,613 shares of IYW stock, worth $4.65 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

25,613

Previous 25,034 2.31%

Holding current value

$4.65 Million

Previous $3.99 Million 9.92%

% of portfolio

2.67%

Previous 2.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$140.44 - $166.79 $81,314 - $96,571	579 Added 2.31%	25,613 $3.6 Million
Q4 2024 Mar 03, 2025	SELL	$148.14 - $166.23 $372,423 - $417,902	-2,514 Reduced 9.13%	25,034 $3.99 Million
Q3 2024 Dec 09, 2024	SELL	$133.16 - $158.73 $378,707 - $451,428	-2,844 Reduced 9.36%	27,548 $4.56 Billion
Q2 2024 Aug 12, 2024	BUY	$124.75 - $153.46 $15,469 - $19,029	124 Added 0.41%	30,392 $4.57 Billion
Q1 2024 Apr 29, 2024	BUY	$117.5 - $136.59 $129,132 - $150,112	1,099 Added 3.77%	30,268 $4.09 Billion
Q4 2023 Feb 28, 2024	BUY	$101.31 - $123.31 $2.96 Million - $3.6 Million	29,169 New	29,169 $3.58 Billion

Others Institutions Holding IYW

# of Institutions

1,257

Shares Held

86.2M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History