9258 Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,642 shares of IYW stock, worth $262,178. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,642 -0.0%
Holding current value
$262,178
Previous $247,000 0.4%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$101.31 - $123.31 $166,351 - $202,475
1,642 New
1,642 $201,000
Q4 2021

Feb 11, 2022
SELL
$100.11 - $117.09 $1,401 - $1,639
-14 Reduced 0.45%
3,114 $358,000
Q4 2020

Feb 10, 2021
BUY
$73.15 - $85.83 $171,609 - $201,357
2,346 Added 300.0%
3,128 $266,000
Q3 2020

Nov 13, 2020
BUY
$67.71 - $82.47 $52,949 - $64,491
782 New
782 $229,000

Others Institutions Holding IYW

# of Institutions
1,187
Shares Held
81.4M
Call Options Held
76.9K
Put Options Held
33.6K
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 9258 Wealth Management, LLC Portfolio

Follow 9258 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email