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

Curi Wealth Management, LLC

$0
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	SELL	$103.39 - $113.67 $155,912 - $171,414	-1,508 Reduced 37.62%	2,500 $262,000
Q2 2023 Jul 31, 2023	SELL	$88.68 - $109.37 $1.71 Million - $2.1 Million	-19,245 Reduced 82.76%	4,008 $436,000
Q1 2023 May 03, 2023	BUY	$72.54 - $92.81 $814,914 - $1.04 Million	11,234 Added 93.47%	23,253 $2.16 Million
Q4 2022 Feb 03, 2023	SELL	$71.52 - $81.72 $500,711 - $572,121	-7,001 Reduced 36.81%	12,019 $895,000
Q3 2022 Nov 08, 2022	SELL	$73.37 - $94.5 $8,364 - $10,773	-114 Reduced 0.6%	19,020 $1.4 Million
Q2 2022 Aug 08, 2022	BUY	$77.53 - $105.04 $205,687 - $278,671	2,653 Added 16.1%	19,134 $1.53 Million
Q1 2022 May 06, 2022	BUY	$90.78 - $115.41 $152,873 - $194,350	1,684 Added 11.38%	16,481 $1.7 Million
Q4 2021 Feb 09, 2022	BUY	$100.11 - $117.09 $85,594 - $100,111	855 Added 6.13%	14,797 $1.7 Million
Q3 2021 Oct 19, 2021	BUY	$98.99 - $108.87 $339,634 - $373,532	3,431 Added 32.64%	13,942 $1.41 Million
Q2 2021 Jul 23, 2021	BUY	$86.67 - $99.76 $217,195 - $249,998	2,506 Added 31.31%	10,511 $1.04 Million
Q1 2021 Apr 29, 2021	BUY	$82.45 - $93.1 $111,637 - $126,057	1,354 Added 20.36%	8,005 $702,000
Q4 2020 Mar 19, 2021	BUY	$73.15 - $85.83 $486,520 - $570,855	6,651 New	6,651 $565,000

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

About ISHARES DJ US TECH ETF

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