Intrepid Financial Planning Group LLC Ishares Dj Us Tech ETF Transaction History

Intrepid Financial Planning Group LLC

  • $224 Million
  • Q2 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 7,330 shares of IYW stock, worth $1.47 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
7,330
Previous 4,759 54.02%
Holding current value
$1.47 Million
Previous $668,000 90.12%
% of portfolio
0.57%
Previous 0.33%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$122.57 - $173.27 $315,127 - $445,477
2,571 Added 54.02%
7,330 $1.27 Million
Q1 2025

May 13, 2025
BUY
$140.44 - $166.79 $268,942 - $319,402
1,915 Added 67.33%
4,759 $668,000
Q4 2024

Feb 10, 2025
SELL
$148.14 - $166.23 $5,333 - $5,984
-36 Reduced 1.25%
2,844 $453,000
Q3 2024

Nov 04, 2024
SELL
$133.16 - $158.73 $9,987 - $11,904
-75 Reduced 2.54%
2,880 $436,000
Q2 2024

Aug 12, 2024
SELL
$124.75 - $153.46 $11,851 - $14,578
-95 Reduced 3.11%
2,955 $444,000
Q1 2024

May 13, 2024
SELL
$117.5 - $136.59 $5,875 - $6,829
-50 Reduced 1.61%
3,050 $411,000
Q4 2023

Feb 13, 2024
SELL
$101.31 - $123.31 $5,065 - $6,165
-50 Reduced 1.59%
3,100 $380,000
Q3 2023

Nov 03, 2023
SELL
$103.39 - $113.67 $5,169 - $5,683
-50 Reduced 1.56%
3,150 $330,000
Q2 2022

Aug 15, 2022
BUY
$77.53 - $105.04 $248,096 - $336,128
3,200 New
3,200 $256,000

Others Institutions Holding IYW

# of Institutions
1,312
Shares Held
88.9M
Call Options Held
281K
Put Options Held
235K
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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