Jackson Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Jackson Wealth Management, LLC

  • $639 Million
  • Q4 2024

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 50,410 shares of IYW stock, worth $7.56 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
50,410
Previous 42,043 19.9%
Holding current value
$7.56 Million
Previous $6.37 Million 26.15%
% of portfolio
1.26%
Previous 1.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$148.14 - $166.23 $1.24 Million - $1.39 Million
8,367 Added 19.9%
50,410 $8.04 Million
Q3 2024

Oct 22, 2024
BUY
$133.16 - $158.73 $2.26 Million - $2.69 Million
16,977 Added 67.73%
42,043 $6.37 Million
Q2 2024

Jul 01, 2024
SELL
$124.75 - $153.46 $2.23 Million - $2.74 Million
-17,856 Reduced 41.6%
25,066 $3.77 Million
Q1 2024

Jun 11, 2024
BUY
$117.5 - $136.59 $88,360 - $102,715
752 Added 1.78%
42,922 $5.8 Million
Q4 2023

Feb 14, 2024
SELL
$101.31 - $123.31 $11,245 - $13,687
-111 Reduced 0.26%
42,170 $5.18 Million
Q3 2023

Nov 14, 2023
BUY
$103.39 - $113.67 $4.37 Million - $4.81 Million
42,281 New
42,281 $4.44 Million
Q1 2021

Apr 12, 2021
SELL
$82.45 - $93.1 $343,569 - $387,947
-4,167 Closed
0 $0
Q4 2020

Feb 02, 2021
BUY
$73.15 - $85.83 $228,447 - $268,047
3,123 Added 299.14%
4,167 $355,000
Q3 2020

Oct 13, 2020
BUY
$67.71 - $82.47 $70,689 - $86,098
1,044 New
1,044 $314,000

Others Institutions Holding IYW

# of Institutions
1,240
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
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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