Lantz Financial LLC Ishares Dj Us Tech ETF Transaction History

Lantz Financial LLC

$351 Million
Q3 2024

A detailed history of Lantz Financial LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Lantz Financial LLC holds 14,135 shares of IYW stock, worth $2.3 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

14,135

Previous 14,614 3.28%

Holding current value

$2.3 Million

Previous $2.2 Million 2.55%

% of portfolio

0.61%

Previous 0.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$133.16 - $158.73 $63,783 - $76,031	-479 Reduced 3.28%	14,135 $2.14 Million
Q2 2024 Jul 10, 2024	BUY	$124.75 - $153.46 $72,479 - $89,160	581 Added 4.14%	14,614 $2.2 Million
Q1 2024 Apr 10, 2024	BUY	$117.5 - $136.59 $238,642 - $277,414	2,031 Added 16.92%	14,033 $1.9 Million
Q4 2023 Jan 12, 2024	BUY	$101.31 - $123.31 $294,508 - $358,462	2,907 Added 31.96%	12,002 $1.47 Million
Q3 2023 Oct 20, 2023	SELL	$103.39 - $113.67 $741,099 - $814,786	-7,168 Reduced 44.08%	9,095 $954,000
Q2 2023 Jul 12, 2023	BUY	$88.68 - $109.37 $60,923 - $75,137	687 Added 4.41%	16,263 $1.77 Million
Q1 2023 Apr 10, 2023	BUY	$72.54 - $92.81 $304,813 - $389,987	4,202 Added 36.94%	15,576 $1.45 Million
Q4 2022 Jan 23, 2023	BUY	$71.52 - $81.72 $813,468 - $929,483	11,374 New	11,374 $0

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Lantz Financial LLC Ishares Dj Us Tech ETF Transaction History