A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 3,963 shares of IYW stock, worth $625,797. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,963
Previous 3,890 1.88%
Holding current value
$625,797
Previous $585,000 2.56%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$133.16 - $158.73 $9,720 - $11,587
73 Added 1.88%
3,963 $600,000
Q2 2024

Jul 16, 2024

SELL
$124.75 - $153.46 $33,183 - $40,820
-266 Reduced 6.4%
3,890 $585,000
Q1 2024

May 03, 2024

BUY
$117.5 - $136.59 $11,515 - $13,385
98 Added 2.41%
4,156 $561,000
Q4 2023

Feb 05, 2024

SELL
$101.31 - $123.31 $129,575 - $157,713
-1,279 Reduced 23.96%
4,058 $498,000
Q3 2023

Nov 06, 2023

SELL
$103.39 - $113.67 $620 - $682
-6 Reduced 0.11%
5,337 $559,000
Q2 2023

Aug 10, 2023

SELL
$88.68 - $109.37 $18,090 - $22,311
-204 Reduced 3.68%
5,343 $581,000
Q1 2023

May 02, 2023

SELL
$72.54 - $92.81 $2.55 Million - $3.26 Million
-35,159 Reduced 86.37%
5,547 $514,000
Q4 2022

Jan 31, 2023

SELL
$71.52 - $81.72 $566,724 - $647,549
-7,924 Reduced 16.29%
40,706 $3.03 Million
Q2 2022

Jul 19, 2022

BUY
$77.53 - $105.04 $80,398 - $108,926
1,037 Added 2.18%
48,630 $3.89 Million
Q3 2021

Oct 14, 2021

BUY
$98.99 - $108.87 $81,171 - $89,273
820 Added 1.75%
47,593 $4.82 Million
Q2 2021

Jul 27, 2021

BUY
$86.67 - $99.76 $168,139 - $193,534
1,940 Added 4.33%
46,773 $4.14 Million
Q1 2021

Apr 20, 2021

SELL
$82.45 - $93.1 $367,067 - $414,481
-4,452 Reduced 9.03%
44,833 $3.93 Million
Q4 2020

Jan 29, 2021

BUY
$73.15 - $85.83 $2.69 Million - $3.15 Million
36,740 Added 292.87%
49,285 $4.19 Million
Q3 2020

Oct 21, 2020

BUY
$67.71 - $82.47 $1,151 - $1,401
17 Added 0.14%
12,545 $3.78 Million
Q2 2020

Jul 31, 2020

SELL
$48.73 - $67.63 $88,932 - $123,424
-1,825 Reduced 12.72%
12,528 $3.38 Million
Q1 2020

May 15, 2020

BUY
$45.35 - $65.22 $24,262 - $34,892
535 Added 3.87%
14,353 $2.93 Million
Q4 2019

Feb 10, 2020

SELL
$49.62 - $58.5 $111,645 - $131,625
-2,250 Reduced 14.0%
13,818 $3.21 Million
Q3 2019

Oct 25, 2019

SELL
$48.42 - $52.88 $71,952 - $78,579
-1,486 Reduced 8.47%
16,068 $3.28 Million
Q2 2019

Jul 30, 2019

BUY
$44.72 - $51.35 $785,014 - $901,397
17,554 New
17,554 $3.47 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. 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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.