Cfs Investment Advisory Services, LLC Ishares Dj Us Tech ETF Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 98,847 shares of IYW stock, worth $17.9 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
98,847
Previous 98,408 0.45%
Holding current value
$17.9 Million
Previous $15.7 Million 11.57%
% of portfolio
1.24%
Previous 1.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$140.44 - $166.79 $61,653 - $73,220
439 Added 0.45%
98,847 $13.9 Million
Q4 2024

Jan 21, 2025
SELL
$148.14 - $166.23 $684,258 - $767,816
-4,619 Reduced 4.48%
98,408 $15.7 Million
Q3 2024

Nov 12, 2024
SELL
$133.16 - $158.73 $504,143 - $600,951
-3,786 Reduced 3.54%
103,027 $15.6 Million
Q2 2024

Aug 13, 2024
BUY
$124.75 - $153.46 $13.3 Million - $16.4 Million
106,813 New
106,813 $16.1 Million
Q2 2023

Jul 21, 2023
BUY
$88.68 - $109.37 $13 Million - $16 Million
146,424 New
146,424 $15.9 Million
Q2 2022

Aug 16, 2022
SELL
$77.53 - $105.04 $312 Million - $423 Million
-4,022,835 Reduced 99.74%
10,563 $845,000
Q1 2022

May 27, 2022
BUY
$90.78 - $115.41 $363 Million - $461 Million
3,994,664 Added 10313.07%
4,033,398 $39,000
Q4 2021

Feb 14, 2022
SELL
$100.11 - $117.09 $2.87 Million - $3.36 Million
-28,708 Reduced 42.57%
38,734 $4.08 Million
Q3 2021

Nov 19, 2021
BUY
$98.99 - $108.87 $6.68 Million - $7.34 Million
67,442 New
67,442 $6.83 Million
Q2 2021

Jul 21, 2021
SELL
$86.67 - $99.76 $224,908 - $258,877
-2,595 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$73.15 - $85.83 $189,824 - $222,728
2,595 New
2,595 $221,000

Others Institutions Holding IYW

# of Institutions
1,257
Shares Held
86.2M
Call Options Held
339K
Put Options Held
144K
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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