Foundations Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 257,260 shares of IYW stock, worth $40.8 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

257,260

Previous 218,612 17.68%

Holding current value

$40.8 Million

Previous $32.9 Million 18.55%

% of portfolio

0.87%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$133.16 - $158.73 $5.15 Million - $6.13 Million	38,648 Added 17.68%	257,260 $39 Million
Q2 2024 Aug 02, 2024	BUY	$124.75 - $153.46 $996,503 - $1.23 Million	7,988 Added 3.79%	218,612 $32.9 Million
Q1 2024 May 13, 2024	BUY	$117.5 - $136.59 $2.52 Million - $2.93 Million	21,463 Added 11.35%	210,624 $28.4 Million
Q4 2023 Feb 08, 2024	BUY	$101.31 - $123.31 $8.93 Million - $10.9 Million	88,104 Added 87.18%	189,161 $23.2 Million
Q3 2023 Oct 05, 2023	SELL	$103.39 - $113.67 $11.7 Million - $12.9 Million	-113,317 Reduced 52.86%	101,057 $10.6 Million
Q2 2023 Jul 19, 2023	BUY	$88.68 - $109.37 $5 Million - $6.16 Million	56,364 Added 35.67%	214,374 $23.3 Million
Q1 2023 Apr 25, 2023	BUY	$72.54 - $92.81 $1.31 Million - $1.68 Million	18,049 Added 12.9%	158,010 $14.7 Million
Q4 2022 Jan 11, 2023	BUY	$71.52 - $81.72 $8.92 Million - $10.2 Million	124,707 Added 817.54%	139,961 $0
Q3 2022 Oct 19, 2022	BUY	$73.37 - $94.5 $1.12 Million - $1.44 Million	15,254 New	15,254 $1.12 Million

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Foundations Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History