Arete Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 4,193 shares of IYW stock, worth $648,447. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,193

Previous 2,999 39.81%

Holding current value

$648,447

Previous $453,000 47.9%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$148.14 - $166.23 $176,879 - $198,478	1,194 Added 39.81%	4,193 $670,000
Q3 2024 Nov 14, 2024	SELL	$133.16 - $158.73 $188,021 - $224,126	-1,412 Reduced 32.01%	2,999 $453,000
Q2 2024 Aug 13, 2024	BUY	$124.75 - $153.46 $550,272 - $676,912	4,411 New	4,411 $665,000
Q4 2023 Feb 14, 2024	BUY	$101.31 - $123.31 $107,692 - $131,078	1,063 Added 40.25%	3,704 $454,000
Q3 2023 Oct 30, 2023	SELL	$103.39 - $113.67 $295,488 - $324,868	-2,858 Reduced 51.97%	2,641 $277,000
Q2 2023 Aug 09, 2023	SELL	$88.68 - $109.37 $30,417 - $37,513	-343 Reduced 5.87%	5,499 $599,000
Q1 2023 May 01, 2023	BUY	$72.54 - $92.81 $153,639 - $196,571	2,118 Added 56.87%	5,842 $542,000
Q4 2022 Feb 06, 2023	BUY	$71.52 - $81.72 $266,340 - $304,325	3,724 New	3,724 $277,000

Others Institutions Holding IYW

# of Institutions

1,240

Shares Held

84.2M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History