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

Apex Wealth Management, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 2,170 shares of IYW stock, worth $308,856. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,170
Previous 5,318 59.2%
Holding current value
$308,856
Previous $848 Million 64.07%
% of portfolio
0.27%
Previous 0.73%

Shares

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

Apr 29, 2025
SELL
$140.44 - $166.79 $442,105 - $525,054
-3,148 Reduced 59.2%
2,170 $305 Million
Q4 2024

Feb 14, 2025
BUY
$148.14 - $166.23 $787,808 - $884,011
5,318 New
5,318 $848 Million

Others Institutions Holding IYW

# of Institutions
1,244
Shares Held
84.8M
Call Options Held
118K
Put Options Held
73.1K
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 Apex Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email