A detailed history of Bms Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 9,660 shares of IYW stock, worth $1.48 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
9,660
Previous 19,226 49.76%
Holding current value
$1.48 Million
Previous $1.78 Million 41.09%
% of portfolio
0.71%
Previous 1.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$88.68 - $109.37 $848,312 - $1.05 Million
-9,566 Reduced 49.76%
9,660 $1.05 Million
Q1 2023

Apr 10, 2023

BUY
$72.54 - $92.81 $1.39 Million - $1.78 Million
19,226 New
19,226 $1.78 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Bms Financial Advisors, LLC Portfolio

Follow Bms Financial 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 Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.