Litman Gregory Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,346 shares of IYW stock, worth $531,210. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,346
Previous 2,712 23.38%
Holding current value
$531,210
Previous $408,000 24.26%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 22, 2024
BUY
$133.16 - $158.73 $84,423 - $100,634
634 Added 23.38%
3,346 $507,000
Q1 2024

May 03, 2024
BUY
$117.5 - $136.59 $318,660 - $370,432
2,712 New
2,712 $366,000

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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