Horst & Graben Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Horst & Graben Wealth Management LLC

$542 Million
Q4 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 84,087 shares of IYW stock, worth $13.4 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

84,087

Previous 89,994 6.56%

Holding current value

$13.4 Million

Previous $13.6 Million 1.69%

% of portfolio

2.47%

Previous 2.55%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$148.14 - $166.23 $875,062 - $981,920	-5,907 Reduced 6.56%	84,087 $13.4 Million
Q3 2024 Oct 21, 2024	SELL	$133.16 - $158.73 $298,012 - $355,237	-2,238 Reduced 2.43%	89,994 $13.6 Million
Q2 2024 Jul 23, 2024	SELL	$124.75 - $153.46 $246,880 - $303,697	-1,979 Reduced 2.1%	92,232 $13.9 Million
Q1 2024 Apr 22, 2024	SELL	$117.5 - $136.59 $63,920 - $74,304	-544 Reduced 0.57%	94,211 $12.7 Million
Q4 2023 Jan 29, 2024	BUY	$101.31 - $123.31 $2.5 Million - $3.05 Million	24,710 Added 35.28%	94,755 $11.6 Million
Q3 2023 Oct 24, 2023	SELL	$103.39 - $113.67 $6.48 Million - $7.13 Million	-62,688 Reduced 47.23%	70,045 $7.35 Million
Q2 2023 Jul 25, 2023	BUY	$88.68 - $109.37 $650,822 - $802,666	7,339 Added 5.85%	132,733 $14.5 Million
Q1 2023 Apr 28, 2023	BUY	$72.54 - $92.81 $4.39 Million - $5.61 Million	60,467 Added 93.13%	125,394 $11.6 Million
Q4 2022 Jan 24, 2023	BUY	$71.52 - $81.72 $4.64 Million - $5.31 Million	64,927 New	64,927 $0
Q2 2022 Aug 01, 2022	SELL	$77.53 - $105.04 $2.73 Million - $3.7 Million	-35,268 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$90.78 - $115.41 $637,457 - $810,409	-7,022 Reduced 16.6%	35,268 $3.63 Million
Q4 2021 Jan 20, 2022	SELL	$100.11 - $117.09 $787,965 - $921,615	-7,871 Reduced 15.69%	42,290 $4.86 Million
Q3 2021 Nov 02, 2021	BUY	$98.99 - $108.87 $4.97 Million - $5.46 Million	50,161 New	50,161 $5.08 Million

Others Institutions Holding IYW

# of Institutions

1,190

Shares Held

81.5M

Call Options Held

76.9K

Put Options Held

33.6K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Horst & Graben Wealth Management LLC Ishares Dj Us Tech ETF Transaction History