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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 6,400 shares of IYW stock, worth $1.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,400

Previous 48,632 86.84%

Holding current value

$1.03 Million

Previous $7.76 Million 88.42%

% of portfolio

0.05%

Previous 0.47%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$140.44 - $166.79 $5.93 Million - $7.04 Million	-42,232 Reduced 86.84%	6,400 $898,000
Q4 2024 Feb 07, 2025	BUY	$148.14 - $166.23 $518,934 - $582,303	3,503 Added 7.76%	48,632 $7.76 Million
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

1,230

Shares Held

87M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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