Beacon Bridge Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 28,626 shares of IYW stock, worth $4.19 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

28,626

Previous 28,344 0.99%

Holding current value

$4.19 Million

Previous $4.3 Billion 6.26%

% of portfolio

1.94%

Previous 1.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$148.14 - $166.23 $41,775 - $46,876	282 Added 0.99%	28,626 $4.57 Billion
Q3 2024 Nov 12, 2024	BUY	$133.16 - $158.73 $753,552 - $898,253	5,659 Added 24.95%	28,344 $4.3 Billion
Q2 2024 Aug 02, 2024	BUY	$124.75 - $153.46 $430,387 - $529,437	3,450 Added 17.94%	22,685 $3.41 Billion
Q1 2024 May 03, 2024	BUY	$117.5 - $136.59 $378,702 - $440,229	3,223 Added 20.13%	19,235 $2.6 Billion
Q4 2023 Feb 09, 2024	BUY	$101.31 - $123.31 $152,370 - $185,458	1,504 Added 10.37%	16,012 $1.97 Billion
Q3 2023 Nov 14, 2023	BUY	$103.39 - $113.67 $1.5 Million - $1.65 Million	14,508 New	14,508 $1.52 Billion

Others Institutions Holding IYW

# of Institutions

1,249

Shares Held

84.4M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

Beacon Bridge Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History