A detailed history of Avid Wealth Partners LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 30,361 shares of IYW stock, worth $4.54 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
30,361
Previous 27,432 10.68%
Holding current value
$4.54 Million
Previous $3.7 Billion 23.33%
% of portfolio
3.55%
Previous 2.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$124.75 - $153.46 $365,392 - $449,484
2,929 Added 10.68%
30,361 $4.57 Billion
Q1 2024

May 08, 2024

SELL
$117.5 - $136.59 $13.3 Million - $15.4 Million
-112,948 Reduced 80.46%
27,432 $3.7 Billion
Q4 2023

Jan 23, 2024

BUY
$101.31 - $123.31 $14.2 Million - $17.3 Million
140,380 New
140,380 $17.2 Billion

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Avid Wealth Partners LLC Portfolio

Follow Avid Wealth Partners 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 Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.