Connecticut Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 18,788 shares of IYW stock, worth $2.98 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,788
Previous 22,128 15.09%
Holding current value
$2.98 Million
Previous $3.33 Million 14.47%
% of portfolio
0.14%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$133.16 - $158.73 $444,754 - $530,158
-3,340 Reduced 15.09%
18,788 $2.85 Million
Q4 2023

Feb 06, 2024
SELL
$101.31 - $123.31 $38,092 - $46,364
-376 Reduced 1.67%
22,128 $2.72 Million
Q3 2023

Oct 19, 2023
BUY
$103.39 - $113.67 $38,874 - $42,739
376 Added 1.7%
22,504 $2.36 Million
Q2 2023

Jul 25, 2023
SELL
$88.68 - $109.37 $3,281 - $4,046
-37 Reduced 0.17%
22,128 $2.41 Million
Q1 2023

Apr 18, 2023
BUY
$72.54 - $92.81 $1.61 Million - $2.06 Million
22,165 New
22,165 $2.06 Million

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

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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