Keystone Wealth Services, LLC Ishares Dj Us Tech ETF Transaction History

Keystone Wealth Services, LLC

$336 Million
Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 14,954 shares of IYW stock, worth $2.37 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

14,954

Previous 14,319 4.43%

Holding current value

$2.37 Million

Previous $2.16 Million 5.2%

% of portfolio

0.67%

Previous 0.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$133.16 - $158.73 $84,556 - $100,793	635 Added 4.43%	14,954 $2.27 Million
Q2 2024 Jul 12, 2024	BUY	$124.75 - $153.46 $132,858 - $163,434	1,065 Added 8.04%	14,319 $2.16 Million
Q1 2024 Apr 12, 2024	SELL	$117.5 - $136.59 $18,095 - $21,034	-154 Reduced 1.15%	13,254 $1.79 Million
Q4 2023 Jan 17, 2024	SELL	$101.31 - $123.31 $290,151 - $353,159	-2,864 Reduced 17.6%	13,408 $1.65 Million
Q3 2023 Oct 05, 2023	SELL	$103.39 - $113.67 $252,995 - $278,150	-2,447 Reduced 13.07%	16,272 $1.71 Million
Q2 2023 Jul 20, 2023	BUY	$88.68 - $109.37 $349,842 - $431,464	3,945 Added 26.7%	18,719 $2.04 Million
Q1 2023 Apr 07, 2023	BUY	$72.54 - $92.81 $124,261 - $158,983	1,713 Added 13.12%	14,774 $1.37 Million
Q4 2022 Feb 09, 2023	BUY	$71.52 - $81.72 $934,122 - $1.07 Million	13,061 New	13,061 $972,000

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Keystone Wealth Services, LLC Ishares Dj Us Tech ETF Transaction History