Cassaday & CO Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $2.82 Billion
  • Q1 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,500 shares of IYW stock, worth $814,055. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,500
Previous 5,100 7.84%
Holding current value
$814,055
Previous $626,000 18.53%
% of portfolio
0.03%
Previous 0.02%

Shares

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

May 08, 2024
BUY
$117.5 - $136.59 $47,000 - $54,636
400 Added 7.84%
5,500 $742,000
Q1 2023

May 03, 2023
SELL
$72.54 - $92.81 $46,425 - $59,398
-640 Reduced 11.15%
5,100 $473,000
Q4 2022

Feb 07, 2023
BUY
$71.71 - $81.72 $411,615 - $469,072
5,740 New
5,740 $0

Others Institutions Holding IYW

# of Institutions
1,043
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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