Bartlett & Co. Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 35,210 shares of IYW stock, worth $6.48 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
35,210
Previous 35,943 2.04%
Holding current value
$6.48 Million
Previous $5.05 Billion 20.86%
% of portfolio
0.09%
Previous 0.07%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$122.57 - $173.27 $89,843 - $127,006
-733 Reduced 2.04%
35,210 $6.1 Billion
Q1 2025

Apr 24, 2025
BUY
$140.44 - $166.79 $1.53 Million - $1.82 Million
10,895 Added 43.5%
35,943 $5.05 Billion
Q4 2024

Jan 17, 2025
SELL
$148.14 - $166.23 $42,071 - $47,209
-284 Reduced 1.12%
25,048 $4 Billion
Q3 2024

Oct 17, 2024
SELL
$133.16 - $158.73 $56,726 - $67,618
-426 Reduced 1.65%
25,332 $3.84 Billion
Q2 2024

Jul 12, 2024
SELL
$124.75 - $153.46 $221,181 - $272,084
-1,773 Reduced 6.44%
25,758 $3.88 Billion
Q1 2024

May 09, 2024
SELL
$117.5 - $136.59 $17,272 - $20,078
-147 Reduced 0.53%
27,531 $3.72 Billion
Q3 2023

Feb 14, 2024
SELL
$103.39 - $113.67 $8,477 - $9,320
-82 Reduced 0.3%
27,678 $2.91 Billion
Q2 2023

Feb 14, 2024
SELL
$88.68 - $109.37 $14,366 - $17,717
-162 Reduced 0.58%
27,760 $3.02 Billion
Q4 2022

Feb 14, 2024
BUY
$71.52 - $81.72 $71 - $81
1 Added 0.0%
27,922 $2.08 Billion
Q2 2022

Feb 14, 2024
SELL
$77.53 - $105.04 $6,822 - $9,243
-88 Reduced 0.31%
27,921 $2.23 Billion
Q1 2022

Feb 14, 2024
BUY
$90.78 - $115.41 $48,930 - $62,205
539 Added 1.96%
28,009 $2.89 Billion
Q4 2021

Feb 14, 2024
BUY
$100.11 - $117.09 $1.2 Million - $1.4 Million
11,945 Added 76.94%
27,470 $3.15 Billion
Q2 2021

Feb 13, 2024
BUY
$86.67 - $99.76 $142,832 - $164,404
1,648 Added 11.88%
15,525 $1.54 Billion
Q4 2020

Feb 13, 2024
BUY
$73.15 - $85.83 $749,421 - $879,328
10,245 Added 282.08%
13,877 $1.18 Billion
Q3 2020

Feb 13, 2024
BUY
$67.71 - $82.47 $75,496 - $91,954
1,115 Added 44.3%
3,632 $1.09 Billion
Q2 2020

Feb 13, 2024
BUY
$48.73 - $67.63 $121,337 - $168,398
2,490 Added 9222.22%
2,517 $679 Million
Q4 2019

Feb 13, 2024
BUY
$49.62 - $58.5 $49 - $58
1 Added 3.85%
27 $6.18 Million
Q1 2018

Feb 13, 2024
BUY
$39.49 - $45.74 $1,026 - $1,189
26 New
26 $4.41 Million

Others Institutions Holding IYW

# of Institutions
1,282
Shares Held
88.5M
Call Options Held
339K
Put Options Held
154K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email