Capital Analysts, LLC Ishares Dj Us Tech ETF Transaction History

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024

A detailed history of Capital Analysts, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Capital Analysts, LLC holds 16,648 shares of IYW stock, worth $2.64 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,648
Previous 12,066 37.97%
Holding current value
$2.64 Million
Previous $1.82 Million 38.99%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Nov 13, 2024
BUY
$133.16 - $158.73 $610,139 - $727,300
4,582 Added 37.97%
16,648 $2.52 Million
Q2 2024

Aug 14, 2024
BUY
$124.75 - $153.46 $633,854 - $779,730
5,081 Added 72.74%
12,066 $1.82 Million
Q1 2024

May 14, 2024
SELL
$117.5 - $136.59 $1,057 - $1,229
-9 Reduced 0.13%
6,985 $943,000
Q4 2023

Jan 30, 2024
BUY
$101.31 - $123.31 $200,391 - $243,907
1,978 Added 39.43%
6,994 $859,000
Q3 2023

Nov 13, 2023
SELL
$103.39 - $113.67 $530,700 - $583,468
-5,133 Reduced 50.58%
5,016 $526,000
Q2 2023

Aug 11, 2023
BUY
$88.68 - $109.37 $50,724 - $62,559
572 Added 5.97%
10,149 $1.11 Million
Q1 2023

May 05, 2023
BUY
$72.54 - $92.81 $205,505 - $262,930
2,833 Added 42.01%
9,577 $889,000
Q4 2022

Feb 08, 2023
BUY
$71.52 - $81.72 $450,576 - $514,836
6,300 Added 1418.92%
6,744 $502,000
Q3 2021

Nov 04, 2021
BUY
$98.99 - $108.87 $17,818 - $19,596
180 Added 68.18%
444 $45,000
Q4 2020

Feb 16, 2021
SELL
$73.15 - $85.83 $3,145 - $3,690
-43 Reduced 14.01%
264 $22,000
Q3 2020

Nov 12, 2020
BUY
$67.71 - $82.47 $16,318 - $19,875
241 Added 365.15%
307 $92,000
Q1 2019

May 13, 2019
BUY
$38.22 - $48.72 $2,522 - $3,215
66 New
66 $12,000

Others Institutions Holding IYW

# of Institutions
1,147
Shares Held
84.1M
Call Options Held
80.4K
Put Options Held
33.1K
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 Capital Analysts, LLC Portfolio

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

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email