Ep Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,400 shares of IYW stock, worth $1.78 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,400
Previous 11,291 0.97%
Holding current value
$1.78 Million
Previous $1.39 Million 11.12%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$117.5 - $136.59 $12,807 - $14,888
109 Added 0.97%
11,400 $1.54 Million
Q4 2023

Feb 28, 2024
BUY
$101.31 - $123.31 $127,751 - $155,493
1,261 Added 12.57%
11,291 $1.39 Million
Q3 2023

Nov 22, 2023
SELL
$103.39 - $113.67 $921,825 - $1.01 Million
-8,916 Reduced 47.06%
10,030 $1.05 Million
Q2 2023

Aug 14, 2023
BUY
$88.68 - $109.37 $1.28 Million - $1.58 Million
14,480 Added 324.23%
18,946 $2.06 Million
Q1 2023

Jun 05, 2023
BUY
$72.54 - $92.81 $323,963 - $414,489
4,466 New
4,466 $414,000
Q4 2022

Jun 12, 2023
BUY
$71.71 - $81.72 $1.81 Million - $2.06 Million
25,216 Added 564.62%
29,682 $2.21 Million
Q2 2022

Aug 11, 2022
BUY
$77.53 - $105.04 $3.88 Million - $5.26 Million
50,087 Added 369.18%
63,654 $5.09 Million
Q1 2022

May 20, 2022
SELL
$90.78 - $115.41 $3.05 Million - $3.88 Million
-33,615 Reduced 71.25%
13,567 $1.4 Million
Q4 2021

Feb 17, 2022
BUY
$100.11 - $117.09 $4.28 Million - $5.01 Million
42,795 Added 975.5%
47,182 $5.42 Million
Q3 2021

Nov 23, 2021
BUY
$98.99 - $108.87 $285,388 - $313,872
2,883 Added 191.69%
4,387 $444,000
Q3 2021

Nov 16, 2021
SELL
$98.99 - $108.87 $218,272 - $240,058
-2,205 Reduced 59.45%
1,504 $444,000
Q2 2021

Aug 24, 2021
BUY
$86.67 - $99.76 $5,200 - $5,985
60 Added 1.64%
3,709 $369,000
Q1 2021

May 17, 2021
SELL
$82.45 - $93.1 $166,136 - $187,596
-2,015 Reduced 35.58%
3,649 $320,000
Q4 2020

Feb 18, 2021
BUY
$73.15 - $85.83 $414,321 - $486,141
5,664 New
5,664 $482,000
Q2 2020

Aug 14, 2020
SELL
$48.73 - $67.63 $85,764 - $119,028
-1,760 Closed
0 $0
Q1 2020

May 18, 2020
SELL
$45.35 - $65.22 $383,615 - $551,695
-8,459 Reduced 82.78%
1,760 $360,000
Q4 2019

Feb 14, 2020
BUY
$49.62 - $58.5 $507,066 - $597,811
10,219 New
10,219 $2.38 Million

Others Institutions Holding IYW

# of Institutions
1,029
Shares Held
78.6M
Call Options Held
149K
Put Options Held
98.2K
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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