Advocacy Wealth Management Services, LLC Ishares Dj Us Tech ETF Transaction History

Advocacy Wealth Management Services, LLC

$1.29 Billion
Q2 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 191,964 shares of IYW stock, worth $35.3 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

191,964

Previous 192,302 0.18%

Holding current value

$35.3 Million

Previous $27 Million 23.16%

% of portfolio

2.57%

Previous 2.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$122.57 - $173.27 $41,428 - $58,565	-338 Reduced 0.18%	191,964 $33.3 Million
Q1 2025 May 06, 2025	BUY	$140.44 - $166.79 $2.84 Million - $3.38 Million	20,253 Added 11.77%	192,302 $27 Million
Q4 2024 Feb 14, 2025	BUY	$148.14 - $166.23 $1.55 Million - $1.74 Million	10,463 Added 6.48%	172,049 $27.4 Million
Q3 2024 Oct 31, 2024	BUY	$133.16 - $158.73 $2.69 Million - $3.21 Million	20,216 Added 14.3%	161,586 $24.5 Million
Q2 2024 Jul 10, 2024	BUY	$124.75 - $153.46 $57,634 - $70,898	462 Added 0.33%	141,370 $21.3 Million
Q1 2024 Apr 15, 2024	BUY	$117.5 - $136.59 $3.23 Million - $3.75 Million	27,477 Added 24.22%	140,908 $19 Million
Q4 2023 Jan 23, 2024	BUY	$101.31 - $123.31 $11.5 Million - $14 Million	113,431 New	113,431 $13.9 Million

Others Institutions Holding IYW

# of Institutions

1,296

Shares Held

89.1M

Call Options Held

339K

Put Options Held

154K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Advocacy Wealth Management Services, LLC Ishares Dj Us Tech ETF Transaction History