Clearstead Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

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 4,082 shares of IYW stock, worth $674,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,082

Previous 7,169 43.06%

Holding current value

$674,999

Previous $1.08 Million 42.67%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Clearstead Advisors, LLC Ishares Dj Us Tech ETF Transaction History