Heritage Wealth Advisors Ishares Dj Us Tech ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 85 shares of IYW stock, worth $13,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 85 -0.0%

Holding current value

$13,400

Previous $12,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$124.75 - $153.46 $22,455 - $27,622	-180 Reduced 67.92%	85 $12,000
Q1 2024 May 08, 2024	SELL	$117.5 - $136.59 $13,395 - $15,571	-114 Reduced 30.08%	265 $35,000
Q4 2023 Feb 09, 2024	SELL	$101.31 - $123.31 $18,134 - $22,072	-179 Reduced 32.08%	379 $46,000
Q2 2023 Aug 09, 2023	SELL	$88.68 - $109.37 $3,015 - $3,718	-34 Reduced 5.74%	558 $60,000
Q4 2020 Feb 01, 2021	BUY	$73.15 - $85.83 $32,332 - $37,936	442 Added 294.67%	592 $50,000
Q2 2020 Jul 17, 2020	SELL	$48.73 - $67.63 $3.01 Million - $4.18 Million	-61,785 Reduced 99.76%	150 $10,000
Q2 2020 Jul 17, 2020	BUY	$48.73 - $67.63 $3.01 Million - $4.18 Million	61,785 Added 41190.0%	61,935 $40,000
Q4 2018 Jan 28, 2019	BUY	$37.1 - $48.75 $5,565 - $7,312	150 New	150 $23,000

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

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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Heritage Wealth Advisors Ishares Dj Us Tech ETF Transaction History