Liberty Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 49,553 shares of IYW stock, worth $7.82 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
49,553
Previous 306,641 83.84%
Holding current value
$7.82 Million
Previous $7.37 Million 1.9%
% of portfolio
1.32%
Previous 1.35%

Shares

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

Nov 01, 2024
SELL
$133.16 - $158.73 $34.2 Million - $40.8 Million
-257,088 Reduced 83.84%
49,553 $7.51 Million
Q2 2024

Aug 06, 2024
BUY
$124.75 - $153.46 $30.9 Million - $38 Million
247,720 Added 420.43%
306,641 $7.37 Million
Q1 2024

May 02, 2024
BUY
$117.5 - $136.59 $66,857 - $77,719
569 Added 0.98%
58,921 $7.95 Million
Q4 2023

Feb 08, 2024
BUY
$101.31 - $123.31 $1.98 Million - $2.41 Million
19,511 Added 50.23%
58,352 $7.16 Million
Q3 2023

Nov 13, 2023
SELL
$103.39 - $113.67 $3.36 Million - $3.69 Million
-32,504 Reduced 45.56%
38,841 $4.07 Million
Q2 2023

Aug 10, 2023
BUY
$88.68 - $109.37 $111,648 - $137,696
1,259 Added 1.8%
71,345 $7.77 Million
Q1 2023

May 03, 2023
BUY
$72.54 - $92.81 $5.08 Million - $6.5 Million
70,086 New
70,086 $6.5 Million
Q1 2022

May 09, 2022
SELL
$90.78 - $115.41 $187,642 - $238,552
-2,067 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$100.11 - $117.09 $96,305 - $112,640
962 Added 87.06%
2,067 $237,000
Q3 2021

Nov 15, 2021
BUY
$98.99 - $108.87 $109,383 - $120,301
1,105 New
1,105 $112,000

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

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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