Crown Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History

Crown Wealth Group, LLC

  • $256 Million
  • Q2 2025

A detailed history of Crown Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Crown Wealth Group, LLC holds 50,231 shares of IYW stock, worth $9.94 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
50,231
Previous 33,383 50.47%
Holding current value
$9.94 Million
Previous $4.69 Million 85.64%
% of portfolio
3.41%
Previous 2.53%

Shares

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

Jul 16, 2025
BUY
$122.57 - $173.27 $2.07 Million - $2.92 Million
16,848 Added 50.47%
50,231 $8.7 Million
Q1 2025

Apr 25, 2025
SELL
$140.44 - $166.79 $428,201 - $508,542
-3,049 Reduced 8.37%
33,383 $4.69 Million
Q4 2024

Feb 05, 2025
BUY
$148.14 - $166.23 $717,590 - $805,218
4,844 Added 15.33%
36,432 $5.81 Million
Q3 2024

Nov 13, 2024
SELL
$133.16 - $158.73 $1.91 Million - $2.28 Million
-14,356 Reduced 31.25%
31,588 $4.79 Million
Q2 2024

Jul 26, 2024
SELL
$124.75 - $153.46 $338,696 - $416,643
-2,715 Reduced 5.58%
45,944 $6.91 Million
Q1 2024

May 01, 2024
SELL
$117.5 - $136.59 $94,822 - $110,228
-807 Reduced 1.63%
48,659 $6.57 Million
Q4 2023

Jan 23, 2024
BUY
$101.31 - $123.31 $1.12 Million - $1.36 Million
11,042 Added 28.74%
49,466 $6.07 Million
Q3 2023

Oct 25, 2023
BUY
$103.39 - $113.67 $569,058 - $625,639
5,504 Added 16.72%
38,424 $4.03 Million
Q2 2023

Jul 25, 2023
BUY
$88.68 - $109.37 $880,060 - $1.09 Million
9,924 Added 43.16%
32,920 $3.58 Million
Q1 2023

Apr 28, 2023
BUY
$72.54 - $92.81 $1.67 Million - $2.13 Million
22,996 New
22,996 $2.13 Million
Q1 2022

Jul 13, 2022
SELL
$90.78 - $115.41 $280,147 - $356,155
-3,086 Closed
0 $0
Q4 2021

Jul 13, 2022
BUY
$100.11 - $117.09 $308,939 - $361,339
3,086 New
3,086 $354,000

Others Institutions Holding IYW

# of Institutions
1,311
Shares Held
88.9M
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
Track This Portfolio

Track Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email