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

Icon Wealth Advisors, LLC

$1.33 Billion
Q2 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 105,584 shares of IYW stock, worth $20.7 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

105,584

Previous 108,643 2.82%

Holding current value

$20.7 Million

Previous $15.3 Million 19.91%

% of portfolio

1.37%

Previous 1.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$122.57 - $173.27 $374,941 - $530,032	-3,059 Reduced 2.82%	105,584 $18.3 Million
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

1,338

Shares Held

84.7M

Call Options Held

281K

Put Options Held

225K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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