Financial Advocates Investment Management Ishares Dj Us Tech ETF Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 35,652 shares of IYW stock, worth $5.78 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

35,652

Previous 12,183 192.64%

Holding current value

$5.78 Million

Previous $1.83 Million 194.87%

% of portfolio

0.3%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$133.16 - $158.73 $3.13 Million - $3.73 Million	23,469 Added 192.64%	35,652 $5.41 Million
Q2 2024 Jul 26, 2024	BUY	$124.75 - $153.46 $1.08 Million - $1.33 Million	8,657 Added 245.52%	12,183 $1.83 Million
Q1 2024 May 01, 2024	BUY	$117.5 - $136.59 $12,690 - $14,751	108 Added 3.16%	3,526 $476,000
Q4 2023 Feb 08, 2024	SELL	$101.31 - $123.31 $85,201 - $103,703	-841 Reduced 19.75%	3,418 $419,000
Q3 2023 Oct 27, 2023	SELL	$103.39 - $113.67 $1.32 Million - $1.45 Million	-12,719 Reduced 74.91%	4,259 $446,000
Q2 2023 Aug 07, 2023	BUY	$88.68 - $109.37 $943,909 - $1.16 Million	10,644 Added 168.05%	16,978 $1.85 Million
Q1 2023 May 11, 2023	BUY	$72.54 - $92.81 $290,305 - $371,425	4,002 Added 171.61%	6,334 $587,000
Q4 2022 Feb 14, 2023	BUY	$71.52 - $81.72 $166,784 - $190,571	2,332 New	2,332 $173,000
Q2 2022 Aug 12, 2022	SELL	$77.53 - $105.04 $321,129 - $435,075	-4,142 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$90.78 - $115.41 $86,694 - $110,216	-955 Reduced 18.74%	4,142 $426,000
Q4 2021 Feb 14, 2022	SELL	$100.11 - $117.09 $1.23 Million - $1.44 Million	-12,261 Reduced 70.64%	5,097 $543,000
Q3 2021 Nov 04, 2021	BUY	$98.99 - $108.87 $1.29 Million - $1.42 Million	13,031 Added 301.16%	17,358 $774,000
Q2 2021 Aug 03, 2021	SELL	$86.67 - $99.76 $1.22 Million - $1.41 Million	-14,113 Reduced 76.53%	4,327 $430,000
Q1 2021 May 10, 2021	BUY	$82.45 - $93.1 $1.28 Million - $1.45 Million	15,546 Added 537.18%	18,440 $736,000
Q4 2020 Feb 12, 2021	BUY	$73.15 - $85.83 $157,565 - $184,877	2,154 Added 291.08%	2,894 $266,000
Q3 2020 Nov 04, 2020	SELL	$67.71 - $82.47 $40,084 - $48,822	-592 Reduced 44.44%	740 $223,000
Q2 2020 Aug 14, 2020	BUY	$48.73 - $67.63 $16,909 - $23,467	347 Added 35.23%	1,332 $210,000
Q4 2018 Feb 14, 2019	SELL	$37.1 - $48.75 $6,974 - $9,165	-188 Reduced 16.03%	985 $39,000
Q3 2018 Nov 14, 2018	SELL	$44.51 - $48.99 $22,255 - $24,495	-500 Reduced 29.89%	1,173 $0
Q2 2018 Aug 09, 2018	SELL	$40.98 - $46.73 $450 - $514	-11 Reduced 0.65%	1,673 $301,000
Q1 2018 May 11, 2018	BUY	$39.49 - $45.74 $1,974 - $2,287	50 Added 3.06%	1,684 $283,000
Q4 2017 Feb 15, 2018	BUY	$37.53 - $41.67 $61,324 - $68,088	1,634	1,634 $266,000

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Financial Advocates Investment Management Ishares Dj Us Tech ETF Transaction History