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

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

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 5,045 shares of IYW stock, worth $915,364. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,045

Previous 4,193 20.32%

Holding current value

$915,364

Previous $670,000 5.67%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$140.44 - $166.79 $119,654 - $142,105	852 Added 20.32%	5,045 $708,000
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

1,257

Shares Held

86.2M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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