Kelly Financial Services LLC Ishares Dj Us Tech ETF Transaction History

Kelly Financial Services LLC

$301 Million
Q2 2025

A detailed history of Kelly Financial Services LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 55,103 shares of IYW stock, worth $10.1 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

55,103

Previous 54,407 1.28%

Holding current value

$10.1 Million

Previous $7.65 Million 24.76%

% of portfolio

3.17%

Previous 2.89%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$122.57 - $173.27 $85,308 - $120,595	696 Added 1.28%	55,103 $9.55 Million
Q1 2025 Apr 15, 2025	BUY	$140.44 - $166.79 $225,406 - $267,697	1,605 Added 3.04%	54,407 $7.65 Million
Q4 2024 Jan 15, 2025	BUY	$148.14 - $166.23 $7.82 Million - $8.78 Million	52,802 New	52,802 $8.42 Million
Q3 2024 Oct 08, 2024	SELL	$133.16 - $158.73 $46,872 - $55,872	-352 Reduced 0.66%	53,138 $8.06 Million
Q2 2024 Aug 12, 2024	BUY	$124.75 - $153.46 $68,113 - $83,789	546 Added 1.03%	53,490 $8.05 Million
Q1 2024 Jul 17, 2024	SELL	$117.5 - $136.59 $193,640 - $225,100	-1,648 Reduced 3.02%	52,944 $7.15 Million
Q4 2023 Jul 17, 2024	BUY	$101.31 - $123.31 $1.16 Million - $1.41 Million	11,468 Added 26.59%	54,592 $6.7 Billion
Q3 2023 Jul 17, 2024	SELL	$103.39 - $113.67 $2.68 Million - $2.95 Million	-25,935 Reduced 37.55%	43,124 $4.52 Billion
Q2 2023 Jul 17, 2024	SELL	$88.68 - $109.37 $319,159 - $393,622	-3,599 Reduced 4.95%	69,059 $7.52 Billion
Q1 2023 Jul 17, 2024	BUY	$72.54 - $92.81 $2.05 Million - $2.62 Million	28,233 Added 63.55%	72,658 $6.74 Billion
Q4 2022 Jul 17, 2024	BUY	$71.52 - $81.72 $3.17 Million - $3.63 Million	44,383 Added 105673.81%	44,425 $3.31 Billion
Q3 2022 Jul 17, 2024	SELL	$73.37 - $94.5 $162,294 - $209,034	-2,212 Reduced 98.14%	42 $3.11 Million
Q2 2022 Jul 17, 2024	BUY	$77.53 - $105.04 $130,172 - $176,362	1,679 Added 292.0%	2,254 $180 Million
Q1 2022 Jul 17, 2024	BUY	$90.78 - $115.41 $52,198 - $66,360	575 New	575 $59.3 Million

Others Institutions Holding IYW

# of Institutions

1,304

Shares Held

88.8M

Call Options Held

281K

Put Options Held

235K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Kelly Financial Services LLC Ishares Dj Us Tech ETF Transaction History