Icon Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 108,643 shares of IYW stock, worth $17.6 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
108,643
Previous 96,742 12.3%
Holding current value
$17.6 Million
Previous $15.4 Million 1.13%
% of portfolio
1.29%
Previous 1.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$140.44 - $166.79 $1.67 Million - $1.98 Million
11,901 Added 12.3%
108,643 $15.3 Million
Q4 2024

Feb 14, 2025
SELL
$148.14 - $166.23 $659,815 - $740,388
-4,454 Reduced 4.4%
96,742 $15.4 Million
Q3 2024

Nov 14, 2024
BUY
$133.16 - $158.73 $12.9 Million - $15.4 Million
97,153 Added 2402.99%
101,196 $15.3 Million
Q3 2024

Nov 12, 2024
SELL
$133.16 - $158.73 $13.6 Million - $16.2 Million
-102,275 Reduced 96.2%
4,043 $612,000
Q2 2024

Aug 14, 2024
SELL
$124.75 - $153.46 $702,093 - $863,672
-5,628 Reduced 5.03%
106,318 $16 Million
Q1 2024

May 15, 2024
BUY
$117.5 - $136.59 $1.16 Million - $1.35 Million
9,874 Added 9.67%
111,946 $15.1 Million
Q4 2023

Feb 14, 2024
BUY
$101.31 - $123.31 $2.92 Million - $3.55 Million
28,777 Added 39.26%
102,072 $12.5 Million
Q4 2022

Feb 14, 2023
BUY
$71.52 - $81.72 $5.24 Million - $5.99 Million
73,295 New
73,295 $5.46 Million

Others Institutions Holding IYW

# of Institutions
1,230
Shares Held
87M
Call Options Held
339K
Put Options Held
144K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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