Kowal Investment Group, LLC Ishares Dj Us Tech ETF Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 3,993 shares of IYW stock, worth $646,945. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,993
Previous 4,089 2.35%
Holding current value
$646,945
Previous $615,000 1.63%
% of portfolio
0.11%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$133.16 - $158.73 $12,783 - $15,238
-96 Reduced 2.35%
3,993 $605,000
Q2 2024

Aug 13, 2024
BUY
$124.75 - $153.46 $177,768 - $218,680
1,425 Added 53.49%
4,089 $615,000
Q1 2024

Apr 18, 2024
SELL
$117.5 - $136.59 $16,567 - $19,259
-141 Reduced 5.03%
2,664 $359,000
Q4 2023

Jan 22, 2024
BUY
$101.31 - $123.31 $88,848 - $108,142
877 Added 45.49%
2,805 $344,000
Q3 2023

Oct 25, 2023
SELL
$103.39 - $113.67 $92,120 - $101,279
-891 Reduced 31.61%
1,928 $202,000
Q2 2023

Jul 18, 2023
SELL
$88.68 - $109.37 $33,964 - $41,888
-383 Reduced 11.96%
2,819 $306,000
Q1 2023

Apr 21, 2023
BUY
$72.54 - $92.81 $21,254 - $27,193
293 Added 10.07%
3,202 $297,000
Q4 2022

Jan 25, 2023
BUY
$71.52 - $81.72 $208,051 - $237,723
2,909 New
2,909 $0
Q4 2021

Feb 11, 2022
SELL
$100.11 - $117.09 $41,345 - $48,358
-413 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$98.99 - $108.87 $40,882 - $44,963
413 New
413 $42,000

Others Institutions Holding IYW

# of Institutions
1,149
Shares Held
84.4M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email