Confluence Wealth Services, Inc. Ishares Dj Us Tech ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,841 shares of IYW stock, worth $558,199. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,841
Previous 2,832 0.32%
Holding current value
$558,199
Previous $397,000 23.93%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$122.57 - $173.27 $1,103 - $1,559
9 Added 0.32%
2,841 $492,000
Q1 2025

Apr 24, 2025
BUY
$140.44 - $166.79 $88,477 - $105,077
630 Added 28.61%
2,832 $397,000
Q4 2024

Jan 27, 2025
BUY
$148.14 - $166.23 $326,204 - $366,038
2,202 New
2,202 $351,000

Others Institutions Holding IYW

# of Institutions
1,334
Shares Held
86M
Call Options Held
281K
Put Options Held
235K
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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