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

Jackson Wealth Management, LLC

$340 Million
Q2 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 25,066 shares of IYW stock, worth $3.79 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

25,066

Previous 42,922 41.6%

Holding current value

$3.79 Million

Previous $5.8 Million 34.93%

% of portfolio

1.11%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,103

Shares Held

82.5M

Call Options Held

104K

Put Options Held

83.7K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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