Yardley Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025

A detailed history of Yardley Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Yardley Wealth Management LLC holds 2,723 shares of IYW stock, worth $537,683. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,723
Previous 2,817 3.34%
Holding current value
$537,683
Previous $396,000 19.19%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Jul 22, 2025
SELL
$122.57 - $173.27 $11,521 - $16,287
-94 Reduced 3.34%
2,723 $472,000
Q1 2025

Apr 25, 2025
SELL
$140.44 - $166.79 $1.19 Million - $1.41 Million
-8,451 Reduced 75.0%
2,817 $396,000
Q4 2024

Feb 10, 2025
BUY
$148.14 - $166.23 $1.25 Million - $1.4 Million
8,451 Added 300.0%
11,268 $1.75 Million
Q3 2024

Nov 08, 2024
BUY
$133.16 - $158.73 $375,111 - $447,142
2,817 New
2,817 $427,000

Others Institutions Holding IYW

# of Institutions
1,311
Shares Held
88.9M
Call Options Held
281K
Put Options Held
235K
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 Yardley Wealth Management LLC Portfolio

Follow Yardley 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 Yardley Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yardley Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email