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

Cfs Investment Advisory Services, LLC

$1.22 Billion
Q2 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 92,053 shares of IYW stock, worth $18.2 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

92,053

Previous 98,847 6.87%

Holding current value

$18.2 Million

Previous $13.9 Million 14.9%

% of portfolio

1.3%

Previous 1.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$122.57 - $173.27 $832,740 - $1.18 Million	-6,794 Reduced 6.87%	92,053 $16 Million
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

1,308

Shares Held

88.9M

Call Options Held

281K

Put Options Held

235K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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