Certus Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Certus Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 6,059 shares of IYW stock, worth $946,234. This represents 0.64% of its overall portfolio holdings.

Number of Shares
6,059
Previous 5,843 3.7%
Holding current value
$946,234
Previous $717,000 14.09%
% of portfolio
0.64%
Previous 0.61%

Shares

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

May 06, 2024
BUY
$117.5 - $136.59 $25,380 - $29,503
216 Added 3.7%
6,059 $818,000
Q4 2023

Feb 09, 2024
BUY
$101.31 - $123.31 $193,502 - $235,522
1,910 Added 48.56%
5,843 $717,000
Q3 2023

Nov 02, 2023
BUY
$103.39 - $113.67 $5,376 - $5,910
52 Added 1.34%
3,933 $412,000
Q2 2023

Aug 10, 2023
BUY
$88.68 - $109.37 $344,167 - $424,464
3,881 New
3,881 $423 Million

Others Institutions Holding IYW

# of Institutions
1,029
Shares Held
78.6M
Call Options Held
149K
Put Options Held
98.2K
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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