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 5,963 shares of IYW stock, worth $940,066. This represents 0.84% of its overall portfolio holdings.

Number of Shares
5,963
Previous 7,627 21.82%
Holding current value
$940,066
Previous $1.15 Million 21.19%
% of portfolio
0.84%
Previous 1.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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