Alterna Wealth Management, Inc Ishares Dj Us Tech ETF Transaction History

Alterna Wealth Management, Inc

  • $128 Million
  • Q1 2025

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 8,026 shares of IYW stock, worth $1.44 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
8,026
Previous 5,894 36.17%
Holding current value
$1.44 Million
Previous $940,000 19.89%
% of portfolio
0.88%
Previous 0.81%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$140.44 - $166.79 $299,418 - $355,596
2,132 Added 36.17%
8,026 $1.13 Million
Q4 2024

Jan 24, 2025
SELL
$148.14 - $166.23 $10,221 - $11,469
-69 Reduced 1.16%
5,894 $940,000
Q3 2024

Oct 30, 2024
SELL
$133.16 - $158.73 $221,578 - $264,126
-1,664 Reduced 21.82%
5,963 $904,000
Q2 2024

Jul 12, 2024
BUY
$124.75 - $153.46 $655,311 - $806,125
5,253 Added 221.27%
7,627 $1.15 Million
Q1 2024

May 03, 2024
BUY
$117.5 - $136.59 $59,690 - $69,387
508 Added 27.22%
2,374 $320,000
Q4 2023

Feb 06, 2024
SELL
$101.31 - $123.31 $45,690 - $55,612
-451 Reduced 19.46%
1,866 $229,000
Q3 2023

Nov 13, 2023
SELL
$103.39 - $113.67 $753,506 - $828,426
-7,288 Reduced 75.88%
2,317 $243,000
Q2 2023

Aug 10, 2023
BUY
$88.68 - $109.37 $482,064 - $594,535
5,436 Added 130.39%
9,605 $1.05 Million
Q1 2023

May 26, 2023
BUY
$72.54 - $92.81 $302,419 - $386,924
4,169 New
4,169 $386,000

Others Institutions Holding IYW

# of Institutions
1,253
Shares Held
86.3M
Call Options Held
339K
Put Options Held
144K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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