Arkadios Wealth Advisors Ishares Dj Us Tech ETF Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 13,201 shares of IYW stock, worth $2.04 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,201

Previous 11,291 16.92%

Holding current value

$2.04 Million

Previous $1.71 Million 23.03%

% of portfolio

0.12%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$148.14 - $166.23 $282,947 - $317,499	1,910 Added 16.92%	13,201 $2.11 Million
Q3 2024 Oct 24, 2024	SELL	$133.16 - $158.73 $90,282 - $107,618	-678 Reduced 5.66%	11,291 $1.71 Million
Q2 2024 Jul 29, 2024	BUY	$124.75 - $153.46 $1.05 Million - $1.29 Million	8,418 Added 237.06%	11,969 $1.8 Million
Q1 2024 Apr 30, 2024	BUY	$117.5 - $136.59 $8,460 - $9,834	72 Added 2.07%	3,551 $479,000
Q4 2023 Jan 24, 2024	BUY	$101.31 - $123.31 $36,370 - $44,268	359 Added 11.51%	3,479 $427,000
Q3 2023 Oct 13, 2023	BUY	$103.39 - $113.67 $19,333 - $21,256	187 Added 6.38%	3,120 $327,000
Q2 2023 Jul 26, 2023	SELL	$88.68 - $109.37 $62,076 - $76,559	-700 Reduced 19.27%	2,933 $319,000
Q1 2023 May 02, 2023	BUY	$72.54 - $92.81 $6,673 - $8,538	92 Added 2.6%	3,633 $337,000
Q4 2022 Jan 11, 2023	BUY	$71.52 - $81.72 $25,675 - $29,337	359 Added 11.28%	3,541 $0
Q3 2022 Oct 21, 2022	BUY	$73.37 - $94.5 $1,834 - $2,362	25 Added 0.79%	3,182 $233,000
Q2 2022 Jul 14, 2022	SELL	$77.53 - $105.04 $35,276 - $47,793	-455 Reduced 12.6%	3,157 $252,000
Q1 2022 May 02, 2022	SELL	$90.78 - $115.41 $19,426 - $24,697	-214 Reduced 5.59%	3,612 $372,000
Q2 2021 Jul 28, 2021	BUY	$86.67 - $99.76 $242,849 - $279,527	2,802 Added 273.63%	3,826 $380,000
Q1 2021 Apr 26, 2021	SELL	$82.45 - $93.1 $8,245 - $9,310	-100 Reduced 8.9%	1,024 $89,000
Q4 2020 Feb 09, 2021	BUY	$73.15 - $85.83 $60,202 - $70,638	823 Added 273.42%	1,124 $95,000
Q3 2020 Nov 10, 2020	BUY	$67.71 - $82.47 $2,708 - $3,298	40 Added 15.33%	301 $95.1 Million
Q2 2020 Aug 10, 2020	BUY	$48.73 - $67.63 $1,218 - $1,690	25 Added 10.59%	261 $72.6 Million
Q4 2019 Feb 14, 2020	BUY	$49.62 - $58.5 $11,710 - $13,806	236 New	236 $13,000

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

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Arkadios Wealth Advisors Ishares Dj Us Tech ETF Transaction History