Concord Wealth Partners Ishares Dj Us Tech ETF Transaction History

Concord Wealth Partners

$559 Million
Q2 2024

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 5,916 shares of IYW stock, worth $918,163. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,916

Previous 5,936 0.34%

Holding current value

$918,163

Previous $801,000 11.11%

% of portfolio

0.16%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,103

Shares Held

82.4M

Call Options Held

104K

Put Options Held

83.3K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Concord Wealth Partners Ishares Dj Us Tech ETF Transaction History