Ibex Wealth Advisors Ishares Dj Us Tech ETF Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ibex Wealth Advisors holds 13,201 shares of IYW stock, worth $2.12 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

13,201

Holding current value

$2.12 Million

% of portfolio

0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$148.14 - $166.23 $1.96 Million - $2.19 Million	13,201 New	13,201 $2.11 Million
Q3 2022 Oct 31, 2022	BUY	$73.37 - $94.5 $4,915 - $6,331	67 Added 0.56%	12,084 $887,000
Q2 2022 Aug 16, 2022	SELL	$77.53 - $105.04 $33,492 - $45,377	-432 Reduced 3.47%	12,017 $961,000
Q1 2022 May 16, 2022	SELL	$90.78 - $115.41 $65,361 - $83,095	-720 Reduced 5.47%	12,449 $1.28 Million
Q4 2021 Feb 22, 2022	SELL	$100.11 - $117.09 $25,728 - $30,092	-257 Reduced 1.91%	13,169 $1.51 Million
Q3 2021 Nov 12, 2021	BUY	$98.99 - $108.87 $34,052 - $37,451	344 Added 2.63%	13,426 $1.36 Million
Q2 2021 Aug 20, 2021	BUY	$86.67 - $99.76 $16,727 - $19,253	193 Added 1.5%	13,082 $1.3 Million
Q1 2021 May 05, 2021	SELL	$82.45 - $93.1 $1,731 - $1,955	-21 Reduced 0.16%	12,889 $1.13 Million
Q4 2020 Jan 22, 2021	BUY	$73.15 - $85.83 $944,366 - $1.11 Million	12,910 New	12,910 $1.1 Million
Q3 2019 Nov 12, 2019	SELL	$48.42 - $52.88 $165,209 - $180,426	-3,412 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$44.72 - $51.35 $152,584 - $175,206	3,412 New	3,412 $675,000
Q4 2017 Feb 13, 2018	SELL	$37.53 - $41.67 $150,382 - $166,971	-4,007 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$36.73 - $37.48 $147,177 - $150,182	4,007	4,007 $612,000

Others Institutions Holding IYW

# of Institutions

1,203

Shares Held

83.7M

Call Options Held

76.9K

Put Options Held

34.3K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Ibex Wealth Advisors Ishares Dj Us Tech ETF Transaction History