Kestra Private Wealth Services, LLC Ishares Dj Us Tech ETF Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 17,832 shares of IYW stock, worth $2.85 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,832

Previous 15,212 17.22%

Holding current value

$2.85 Million

Previous $2.31 Million 23.33%

% of portfolio

0.05%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$148.14 - $166.23 $388,126 - $435,522	2,620 Added 17.22%	17,832 $2.84 Million
Q3 2024 Nov 13, 2024	SELL	$133.16 - $158.73 $345,150 - $411,428	-2,592 Reduced 14.56%	15,212 $2.31 Million
Q2 2024 Aug 12, 2024	BUY	$124.75 - $153.46 $108,407 - $133,356	869 Added 5.13%	17,804 $2.68 Million
Q1 2024 May 02, 2024	SELL	$117.5 - $136.59 $186,002 - $216,221	-1,583 Reduced 8.55%	16,935 $2.29 Million
Q4 2023 Feb 05, 2024	BUY	$101.31 - $123.31 $668,240 - $813,352	6,596 Added 55.33%	18,518 $2.27 Million
Q3 2023 Nov 07, 2023	BUY	$103.39 - $113.67 $218,980 - $240,753	2,118 Added 21.6%	11,922 $1.25 Million
Q2 2023 Aug 08, 2023	BUY	$88.68 - $109.37 $27,224 - $33,576	307 Added 3.23%	9,804 $1.07 Million
Q1 2023 May 12, 2023	BUY	$72.54 - $92.81 $241,268 - $308,686	3,326 Added 53.9%	9,497 $881,000
Q4 2022 Jan 31, 2023	BUY	$71.52 - $81.72 $500 - $572	7 Added 0.11%	6,171 $459,000
Q3 2022 Nov 14, 2022	SELL	$73.37 - $94.5 $11,298 - $14,553	-154 Reduced 2.44%	6,164 $452,000
Q2 2022 Aug 12, 2022	SELL	$77.53 - $105.04 $9,846 - $13,340	-127 Reduced 1.97%	6,318 $505,000
Q1 2022 May 26, 2022	SELL	$90.78 - $115.41 $11,347 - $14,426	-125 Reduced 1.9%	6,445 $664,000
Q4 2021 Jan 21, 2022	BUY	$100.11 - $117.09 $56,361 - $65,921	563 Added 9.37%	6,570 $754,000
Q3 2021 Oct 21, 2021	BUY	$98.99 - $108.87 $19,006 - $20,903	192 Added 3.3%	6,007 $608,000
Q2 2021 Jul 30, 2021	BUY	$86.67 - $99.76 $45,155 - $51,974	521 Added 9.84%	5,815 $578,000
Q1 2021 May 11, 2021	SELL	$82.45 - $93.1 $2,720 - $3,072	-33 Reduced 0.62%	5,294 $464,000
Q4 2020 Jan 21, 2021	BUY	$73.15 - $85.83 $333,856 - $391,728	4,564 Added 598.17%	5,327 $453 Million
Q3 2020 Nov 09, 2020	BUY	$67.71 - $82.47 $51,662 - $62,924	763 New	763 $57,000

Others Institutions Holding IYW

# of Institutions

1,187

Shares Held

81.4M

Call Options Held

76.9K

Put Options Held

33.6K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Ishares Dj Us Tech ETF Transaction History