Clearstead Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,131 shares of IYW stock, worth $930,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,131
Previous 5,182 0.98%
Holding current value
$930,968
Previous $826,000 12.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2025
SELL
$140.44 - $166.79 $7,162 - $8,506
-51 Reduced 0.98%
5,131 $720,000
Q4 2024

Feb 10, 2025
BUY
$148.14 - $166.23 $162,953 - $182,853
1,100 Added 26.95%
5,182 $826,000
Q3 2024

Nov 13, 2024
SELL
$133.16 - $158.73 $411,064 - $489,999
-3,087 Reduced 43.06%
4,082 $618,000
Q2 2024

Aug 09, 2024
BUY
$124.75 - $153.46 $653,315 - $803,670
5,237 Added 271.07%
7,169 $1.08 Million
Q1 2024

May 14, 2024
BUY
$117.5 - $136.59 $130,190 - $151,341
1,108 Added 134.47%
1,932 $260,000
Q4 2023

Feb 12, 2024
BUY
$101.31 - $123.31 $35,559 - $43,281
351 Added 74.21%
824 $101,000
Q1 2023

May 09, 2023
BUY
$72.54 - $92.81 $72 - $92
1 Added 0.21%
473 $43,000
Q3 2022

Nov 14, 2022
BUY
$73.37 - $94.5 $73 - $94
1 Added 0.21%
472 $35,000
Q4 2021

Feb 14, 2022
BUY
$100.11 - $117.09 $100 - $117
1 Added 0.21%
471 $54,000
Q1 2021

May 14, 2021
BUY
$82.45 - $93.1 $82 - $93
1 Added 0.21%
470 $41,000
Q4 2020

Feb 11, 2021
BUY
$73.15 - $85.83 $25,748 - $30,212
352 Added 300.85%
469 $40,000
Q1 2020

May 14, 2020
BUY
$45.35 - $65.22 $5,305 - $7,630
117 New
117 $24,000

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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