A detailed history of Endurance Wealth Management, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 3,575 shares of IYW stock, worth $547,189. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,575
Previous 3,575 -0.0%
Holding current value
$547,189
Previous $332,000 17.17%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$71.71 - $81.72 $55,575 - $63,333
775 Added 27.68%
3,575 $266,000
Q1 2022

Apr 20, 2022

SELL
$90.78 - $115.41 $90,780 - $115,410
-1,000 Reduced 26.32%
2,800 $289,000
Q4 2021

Jan 19, 2022

SELL
$100.11 - $117.09 $140,154 - $163,926
-1,400 Reduced 26.92%
3,800 $436,000
Q2 2021

Aug 04, 2021

SELL
$86.67 - $99.76 $60,669 - $69,832
-700 Reduced 11.86%
5,200 $516,000
Q4 2020

Jan 15, 2021

BUY
$73.15 - $85.83 $323,688 - $379,797
4,425 Added 300.0%
5,900 $502,000
Q4 2018

Jan 14, 2019

SELL
$37.1 - $48.75 $52,644 - $69,176
-1,419 Reduced 49.03%
1,475 $236,000
Q3 2018

Oct 10, 2018

BUY
$44.51 - $48.99 $6,676 - $7,348
150 Added 5.47%
2,894 $561,000
Q3 2017

Oct 19, 2017

BUY
$36.73 - $37.48 $100,787 - $102,845
2,744
2,744 $411,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Endurance Wealth Management, Inc. Portfolio

Follow Endurance Wealth Management, Inc. 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 Endurance Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endurance Wealth Management, Inc. with notifications on news.