Beacon Financial Advisory LLC Ishares Dj Us Tech ETF Transaction History

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,604 shares of IYW stock, worth $658,141. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,604
Previous 4,663 1.27%
Holding current value
$658,141
Previous $572,000 8.57%
% of portfolio
0.32%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$117.5 - $136.59 $6,932 - $8,058
-59 Reduced 1.27%
4,604 $621,000
Q4 2023

Jan 23, 2024
BUY
$101.31 - $123.31 $61,697 - $75,095
609 Added 15.02%
4,663 $572,000
Q3 2023

Oct 25, 2023
SELL
$103.39 - $113.67 $99,874 - $109,805
-966 Reduced 19.24%
4,054 $425,000
Q2 2023

Jul 17, 2023
BUY
$88.68 - $109.37 $42,743 - $52,716
482 Added 10.62%
5,020 $546,000
Q1 2023

Apr 18, 2023
BUY
$72.54 - $92.81 $54,912 - $70,257
757 Added 20.02%
4,538 $421,000
Q4 2022

Jan 20, 2023
BUY
$71.71 - $81.72 $271,135 - $308,983
3,781 New
3,781 $0
Q2 2022

Jul 25, 2022
SELL
$77.53 - $105.04 $217,626 - $294,847
-2,807 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$90.78 - $115.41 $50,473 - $64,167
-556 Reduced 16.53%
2,807 $289,000
Q4 2021

Jan 21, 2022
SELL
$100.11 - $117.09 $64,070 - $74,937
-640 Reduced 15.99%
3,363 $386,000
Q3 2021

Nov 15, 2021
BUY
$98.99 - $108.87 $396,256 - $435,806
4,003 New
4,003 $405,000

Others Institutions Holding IYW

# of Institutions
1,048
Shares Held
78.9M
Call Options Held
149K
Put Options Held
98.6K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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