Concord Wealth Partners Ishares Dj Us Tech ETF Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Concord Wealth Partners holds 5,431 shares of IYW stock, worth $977,471. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,431
Previous 5,431 -0.0%
Holding current value
$977,471
Previous $762,000 23.49%
% of portfolio
0.14%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$148.14 - $166.23 $71,847 - $80,621
-485 Reduced 8.2%
5,431 $866,000
Q2 2024

Jul 31, 2024
SELL
$124.75 - $153.46 $2,495 - $3,069
-20 Reduced 0.34%
5,916 $890,000
Q1 2024

Apr 30, 2024
BUY
$117.5 - $136.59 $14,452 - $16,800
123 Added 2.12%
5,936 $801,000
Q4 2022

Jan 27, 2023
SELL
$71.52 - $81.72 $21,527 - $24,597
-301 Reduced 4.92%
5,813 $433,000
Q3 2022

Nov 10, 2022
SELL
$73.37 - $94.5 $586 - $756
-8 Reduced 0.13%
6,114 $449,000
Q2 2022

Aug 04, 2022
SELL
$77.53 - $105.04 $16,203 - $21,953
-209 Reduced 3.3%
6,122 $489,000
Q1 2022

Apr 20, 2022
SELL
$90.78 - $115.41 $47,931 - $60,936
-528 Reduced 7.7%
6,331 $652,000
Q4 2021

Jan 21, 2022
BUY
$100.11 - $117.09 $660,726 - $772,794
6,600 Added 2548.26%
6,859 $788,000
Q3 2021

Nov 09, 2021
SELL
$98.99 - $108.87 $653,334 - $718,542
-6,600 Reduced 96.22%
259 $26,000
Q2 2021

Jul 29, 2021
SELL
$86.67 - $99.76 $94,990 - $109,336
-1,096 Reduced 13.78%
6,859 $682,000
Q1 2021

May 13, 2021
SELL
$82.45 - $93.1 $1.02 Million - $1.15 Million
-12,332 Reduced 60.79%
7,955 $698,000
Q4 2020

Feb 16, 2021
BUY
$73.15 - $85.83 $1.48 Million - $1.74 Million
20,287 New
20,287 $1.73 Million

Others Institutions Holding IYW

# of Institutions
1,253
Shares Held
86.3M
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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