Avantax Advisory Services, Inc. Ishares Dj Us Tech ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 327,183 shares of IYW stock, worth $58.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

327,183

Previous 362,009 9.62%

Holding current value

$58.9 Million

Previous $57.7 Million 20.43%

% of portfolio

0.29%

Previous 0.37%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$140.44 - $166.79 $4.89 Million - $5.81 Million	-34,826 Reduced 9.62%	327,183 $45.9 Million
Q4 2024 Feb 07, 2025	BUY	$148.14 - $166.23 $1.78 Million - $2 Million	12,036 Added 3.44%	362,009 $57.7 Million
Q3 2024 Nov 13, 2024	BUY	$133.16 - $158.73 $103,598 - $123,491	778 Added 0.22%	349,973 $53.1 Million
Q2 2024 Aug 09, 2024	BUY	$124.75 - $153.46 $832,207 - $1.02 Million	6,671 Added 1.95%	349,195 $52.6 Million
Q1 2024 May 08, 2024	BUY	$117.5 - $136.59 $18.2 Million - $21.1 Million	154,736 Added 82.4%	342,524 $46.3 Million
Q4 2023 Feb 07, 2024	BUY	$101.31 - $123.31 $1.95 Million - $2.37 Million	19,228 Added 11.41%	187,788 $23.1 Million
Q3 2023 Nov 07, 2023	SELL	$103.39 - $113.67 $2.51 Million - $2.75 Million	-24,233 Reduced 12.57%	168,560 $17.7 Million
Q2 2023 Aug 11, 2023	BUY	$88.68 - $109.37 $9.49 Million - $11.7 Million	106,995 Added 124.71%	192,793 $21 Million
Q1 2023 Apr 28, 2023	BUY	$72.54 - $92.81 $2.42 Million - $3.09 Million	33,306 Added 63.45%	85,798 $7.96 Million
Q4 2022 Feb 13, 2023	BUY	$71.52 - $81.72 $2.31 Million - $2.64 Million	32,289 Added 159.82%	52,492 $3.91 Million
Q3 2022 Nov 01, 2022	BUY	$73.37 - $94.5 $371,398 - $478,359	5,062 Added 33.43%	20,203 $1.48 Million
Q2 2022 Aug 02, 2022	SELL	$77.53 - $105.04 $42,563 - $57,666	-549 Reduced 3.5%	15,141 $1.21 Million
Q1 2022 Apr 27, 2022	SELL	$90.78 - $115.41 $3,903 - $4,962	-43 Reduced 0.27%	15,690 $1.62 Million
Q4 2021 Jan 24, 2022	BUY	$100.11 - $117.09 $52,357 - $61,238	523 Added 3.44%	15,733 $1.81 Million
Q3 2021 Oct 21, 2021	SELL	$98.99 - $108.87 $83,151 - $91,450	-840 Reduced 5.23%	15,210 $1.54 Million
Q2 2021 Jul 29, 2021	BUY	$86.67 - $99.76 $105,824 - $121,806	1,221 Added 8.23%	16,050 $1.6 Million
Q1 2021 May 13, 2021	BUY	$82.45 - $93.1 $200,271 - $226,139	2,429 Added 19.59%	14,829 $1.3 Million
Q4 2020 Jan 22, 2021	BUY	$73.15 - $85.83 $79,660 - $93,468	1,089 Added 9.63%	12,400 $1.05 Million
Q3 2020 Oct 14, 2020	BUY	$67.71 - $82.47 $567,680 - $691,428	8,384 Added 286.44%	11,311 $3.4 Million
Q2 2020 Aug 06, 2020	BUY	$48.73 - $67.63 $22,025 - $30,568	452 Added 18.26%	2,927 $788,000
Q1 2020 Apr 30, 2020	BUY	$45.35 - $65.22 $40,951 - $58,893	903 Added 57.44%	2,475 $506,000
Q4 2019 Feb 14, 2020	BUY	$49.62 - $58.5 $11,462 - $13,513	231 Added 17.23%	1,572 $365,000
Q3 2019 Nov 08, 2019	BUY	$48.42 - $52.88 $48 - $52	1 Added 0.07%	1,341 $274,000
Q1 2019 May 13, 2019	SELL	$38.22 - $48.72 $26,066 - $33,227	-682 Reduced 33.73%	1,340 $255,000
Q4 2018 Feb 13, 2019	BUY	$37.1 - $48.75 $75,016 - $98,572	2,022 New	2,022 $323,000

Others Institutions Holding IYW

# of Institutions

1,253

Shares Held

86.3M

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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Avantax Advisory Services, Inc. Ishares Dj Us Tech ETF Transaction History