A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,739 shares of IYW stock, worth $425,092. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,739
Previous 2,739 -0.0%
Holding current value
$425,092
Previous $369,000 11.65%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 09, 2022

SELL
$73.37 - $94.5 $146 - $189
-2 Reduced 0.07%
2,739 $201,000
Q2 2022

Aug 08, 2022

SELL
$77.53 - $105.04 $232 - $315
-3 Reduced 0.11%
2,741 $219,000
Q2 2021

Jul 21, 2021

BUY
$86.67 - $99.76 $237,822 - $273,741
2,744 New
2,744 $273,000
Q2 2019

Aug 07, 2019

SELL
$44.72 - $51.35 $22,360 - $25,675
-500 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$37.53 - $41.67 $18,765 - $20,835
500
500 $81,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. 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 Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.