A detailed history of Berkeley Capital Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Berkeley Capital Partners, LLC holds 37,446 shares of IYW stock, worth $6.06 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
37,446
Previous 46,740 19.88%
Holding current value
$6.06 Million
Previous $7.03 Million 19.29%
% of portfolio
1.64%
Previous 2.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$133.16 - $158.73 $1.24 Million - $1.48 Million
-9,294 Reduced 19.88%
37,446 $5.68 Million
Q2 2024

Aug 14, 2024

SELL
$124.75 - $153.46 $249,624 - $307,073
-2,001 Reduced 4.11%
46,740 $7.03 Million
Q1 2024

May 14, 2024

SELL
$117.5 - $136.59 $2.01 Million - $2.34 Million
-17,142 Reduced 26.02%
48,741 $6.58 Million
Q4 2023

Feb 09, 2024

SELL
$101.31 - $123.31 $261,379 - $318,139
-2,580 Reduced 3.77%
65,883 $8.09 Million
Q3 2023

Nov 14, 2023

SELL
$103.39 - $113.67 $9,408 - $10,343
-91 Reduced 0.13%
68,463 $7.18 Million
Q2 2023

Aug 03, 2023

SELL
$88.68 - $109.37 $70,411 - $86,839
-794 Reduced 1.14%
68,554 $7.46 Million
Q1 2023

May 02, 2023

BUY
$72.54 - $92.81 $109,753 - $140,421
1,513 Added 2.23%
69,348 $6.44 Million
Q4 2022

Feb 10, 2023

BUY
$71.52 - $81.72 $4.85 Million - $5.54 Million
67,835 New
67,835 $5.05 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Berkeley Capital Partners, LLC Portfolio

Follow Berkeley Capital 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 Berkeley Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Berkeley Capital Partners, LLC with notifications on news.