Ever Source Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 45,129 shares of IYW stock, worth $7.21 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
45,129
Previous 47,194 4.38%
Holding current value
$7.21 Million
Previous $7.1 Million 3.66%
% of portfolio
0.46%
Previous 0.47%

Shares

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

Nov 08, 2024
SELL
$133.16 - $158.73 $274,975 - $327,777
-2,065 Reduced 4.38%
45,129 $6.84 Million
Q2 2024

Aug 13, 2024
BUY
$124.75 - $153.46 $633,355 - $779,116
5,077 Added 12.05%
47,194 $7.1 Million
Q1 2024

Jun 11, 2024
BUY
$117.5 - $136.59 $794,770 - $923,894
6,764 Added 19.13%
42,117 $5.69 Million
Q4 2023

Feb 09, 2024
BUY
$101.31 - $123.31 $1.76 Million - $2.14 Million
17,385 Added 96.76%
35,353 $4.34 Million
Q3 2023

Nov 03, 2023
BUY
$103.39 - $113.67 $338,498 - $372,155
3,274 Added 22.28%
17,968 $1.89 Million
Q2 2023

Aug 04, 2023
BUY
$88.68 - $109.37 $794,927 - $980,392
8,964 Added 156.44%
14,694 $1.6 Million
Q1 2023

May 11, 2023
BUY
$72.54 - $92.81 $86,104 - $110,165
1,187 Added 26.13%
5,730 $531,000
Q4 2022

Feb 09, 2023
BUY
$71.52 - $81.72 $305,962 - $349,598
4,278 Added 1614.34%
4,543 $338,000
Q3 2022

Nov 07, 2022
SELL
$73.37 - $94.5 $9,538 - $12,285
-130 Reduced 32.91%
265 $20,000
Q2 2022

Aug 01, 2022
SELL
$77.53 - $105.04 $18,374 - $24,894
-237 Reduced 37.5%
395 $32,000
Q1 2022

May 25, 2022
BUY
$90.78 - $115.41 $57,372 - $72,939
632 New
632 $65,000

Others Institutions Holding IYW

# of Institutions
1,187
Shares Held
81.4M
Call Options Held
76.9K
Put Options Held
33.6K
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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