Beacon Pointe Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 1,847 shares of IYW stock, worth $362,898. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,847
Previous 1,749 5.6%
Holding current value
$362,898
Previous $245,000 30.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
$122.57 - $173.27 $12,011 - $16,980
98 Added 5.6%
1,847 $320,000
Q1 2025

May 13, 2025
SELL
$140.44 - $166.79 $14,746 - $17,512
-105 Reduced 5.66%
1,749 $245,000
Q4 2024

Feb 14, 2025
SELL
$148.14 - $166.23 $10,962 - $12,301
-74 Reduced 3.84%
1,854 $295,000
Q3 2024

Nov 14, 2024
SELL
$133.16 - $158.73 $38,083 - $45,396
-286 Reduced 12.92%
1,928 $292,000
Q2 2024

Aug 12, 2024
SELL
$124.75 - $153.46 $1,871 - $2,301
-15 Reduced 0.67%
2,214 $333,000
Q1 2024

May 14, 2024
SELL
$117.5 - $136.59 $60,630 - $70,480
-516 Reduced 18.8%
2,229 $301,000
Q4 2023

Feb 08, 2024
BUY
$101.31 - $123.31 $7,193 - $8,755
71 Added 2.66%
2,745 $336,000
Q3 2023

Nov 14, 2023
BUY
$103.39 - $113.67 $78,783 - $86,616
762 Added 39.85%
2,674 $280,000
Q2 2023

Aug 11, 2023
SELL
$88.68 - $109.37 $1.81 Million - $2.23 Million
-20,427 Reduced 91.44%
1,912 $208,000
Q1 2023

May 12, 2023
BUY
$72.54 - $92.81 $1.62 Million - $2.07 Million
22,339 New
22,339 $2.07 Million
Q2 2022

Aug 11, 2022
SELL
$77.53 - $105.04 $15,428 - $20,902
-199 Reduced 6.52%
2,852 $227,000
Q1 2022

May 17, 2022
BUY
$90.78 - $115.41 $8,896 - $11,310
98 Added 3.32%
3,051 $314,000
Q4 2021

Feb 14, 2022
BUY
$100.11 - $117.09 $100 - $117
1 Added 0.03%
2,953 $339,000
Q3 2021

Nov 15, 2021
BUY
$98.99 - $108.87 $292,218 - $321,384
2,952 New
2,952 $299,000

Others Institutions Holding IYW

# of Institutions
1,338
Shares Held
84.2M
Call Options Held
281K
Put Options Held
225K
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 Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email