Clearview Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 6,037 shares of IYW stock, worth $933,622. This represents 0.74% of its overall portfolio holdings.

Number of Shares

6,037

Previous 6,742 10.46%

Holding current value

$933,622

Previous $1.02 Million 5.77%

% of portfolio

0.74%

Previous 0.79%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$148.14 - $166.23 $104,438 - $117,192	-705 Reduced 10.46%	6,037 $963,000
Q3 2024 Oct 15, 2024	BUY	$133.16 - $158.73 $46,339 - $55,238	348 Added 5.44%	6,742 $1.02 Million
Q2 2024 Jul 31, 2024	SELL	$124.75 - $153.46 $461,325 - $567,495	-3,698 Reduced 36.64%	6,394 $962,000
Q1 2024 Apr 09, 2024	BUY	$117.5 - $136.59 $732,847 - $851,911	6,237 Added 161.79%	10,092 $1.36 Million
Q4 2023 Jan 12, 2024	BUY	$101.31 - $123.31 $85,100 - $103,580	840 Added 27.86%	3,855 $473,000
Q3 2023 Oct 30, 2023	SELL	$103.39 - $113.67 $252,478 - $277,582	-2,442 Reduced 44.75%	3,015 $316,000
Q2 2023 Aug 07, 2023	SELL	$88.68 - $109.37 $25,894 - $31,936	-292 Reduced 5.08%	5,457 $594,000
Q1 2023 Apr 12, 2023	SELL	$72.54 - $92.81 $445,903 - $570,503	-6,147 Reduced 51.67%	5,749 $533,000
Q4 2022 Jan 31, 2023	BUY	$71.52 - $81.72 $766,408 - $875,711	10,716 Added 908.14%	11,896 $886,000
Q3 2022 Oct 18, 2022	SELL	$73.37 - $94.5 $11,812 - $15,214	-161 Reduced 12.01%	1,180 $87,000
Q2 2022 Aug 05, 2022	SELL	$77.53 - $105.04 $976,490 - $1.32 Million	-12,595 Reduced 90.38%	1,341 $107,000
Q1 2022 Apr 29, 2022	SELL	$90.78 - $115.41 $157,503 - $200,236	-1,735 Reduced 11.07%	13,936 $1.44 Million
Q4 2021 Feb 02, 2022	SELL	$100.11 - $117.09 $383,721 - $448,805	-3,833 Reduced 19.65%	15,671 $1.8 Million
Q3 2021 Nov 02, 2021	BUY	$98.99 - $108.87 $1.93 Million - $2.12 Million	19,504 New	19,504 $1.98 Million

Others Institutions Holding IYW

# of Institutions

1,240

Shares Held

84.2M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Clearview Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History