A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 1,760 shares of IYW stock, worth $273,152. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,760
Previous 1,760 -0.0%
Holding current value
$273,152
Previous $264,000 0.76%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

BUY
$101.31 - $123.31 $178,305 - $217,025
1,760 New
1,760 $216,000
Q1 2022

Apr 29, 2022

SELL
$90.78 - $115.41 $159,772 - $203,121
-1,760 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$100.11 - $117.09 $176,193 - $206,078
1,760 New
1,760 $202,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, 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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.