Hb Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,274 shares of IYW stock, worth $2.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,274

Previous 16,541 31.84%

Holding current value

$2.05 Million

Previous $2.32 Million 15.93%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$122.57 - $173.27 $645,576 - $912,613	-5,267 Reduced 31.84%	11,274 $1.95 Million
Q1 2025 May 07, 2025	BUY	$140.44 - $166.79 $243,663 - $289,380	1,735 Added 11.72%	16,541 $2.32 Million
Q4 2024 Jan 15, 2025	SELL	$148.14 - $166.23 $11,258 - $12,633	-76 Reduced 0.51%	14,806 $2.36 Million
Q3 2024 Oct 15, 2024	BUY	$133.16 - $158.73 $122,107 - $145,555	917 Added 6.57%	14,882 $2.26 Million
Q2 2024 Jul 26, 2024	SELL	$124.75 - $153.46 $25,698 - $31,612	-206 Reduced 1.45%	13,965 $2.1 Million
Q1 2024 Apr 30, 2024	SELL	$117.5 - $136.59 $26,320 - $30,596	-224 Reduced 1.56%	14,171 $1.91 Million
Q4 2023 Jan 16, 2024	SELL	$101.31 - $123.31 $22,186 - $27,004	-219 Reduced 1.5%	14,395 $1.77 Million
Q3 2023 Oct 13, 2023	SELL	$103.39 - $113.67 $84,056 - $92,413	-813 Reduced 5.27%	14,614 $1.53 Million
Q2 2023 Jul 13, 2023	SELL	$88.68 - $109.37 $64,381 - $79,402	-726 Reduced 4.49%	15,427 $1.68 Million
Q1 2023 Apr 13, 2023	BUY	$72.54 - $92.81 $14,145 - $18,097	195 Added 1.22%	16,153 $1.5 Million
Q4 2022 Jan 20, 2023	BUY	$71.52 - $81.72 $217,778 - $248,837	3,045 Added 23.58%	15,958 $0
Q3 2022 Oct 19, 2022	SELL	$73.37 - $94.5 $118,125 - $152,145	-1,610 Reduced 11.09%	12,913 $947,000
Q1 2022 May 16, 2022	BUY	$90.78 - $115.41 $138,893 - $176,577	1,530 Added 11.78%	14,523 $1.5 Million
Q4 2021 Feb 15, 2022	BUY	$100.11 - $117.09 $1.3 Million - $1.52 Million	12,993 New	12,993 $1.49 Million

Others Institutions Holding IYW

# of Institutions

1,257

Shares Held

86.2M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History