Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 30,268 shares of IYW stock, worth $4.56 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
30,268
Previous 29,169 3.77%
Holding current value
$4.56 Million
Previous $3.58 Billion 14.17%
% of portfolio
2.74%
Previous 2.8%

Shares

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

Apr 29, 2024
BUY
$117.5 - $136.59 $129,132 - $150,112
1,099 Added 3.77%
30,268 $4.09 Billion
Q4 2023

Feb 28, 2024
BUY
$101.31 - $123.31 $2.96 Million - $3.6 Million
29,169 New
29,169 $3.58 Billion

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
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC 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 Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email