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

Intrepid Financial Planning Group LLC

$206 Million
Q1 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 4,759 shares of IYW stock, worth $856,524. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,759

Previous 2,844 67.33%

Holding current value

$856,524

Previous $453,000 47.46%

% of portfolio

0.33%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,253

Shares Held

86.3M

Call Options Held

339K

Put Options Held

144K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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