Marcum Wealth, LLC Ishares Dj Us Tech ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 9,787 shares of IYW stock, worth $1.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,787

Previous 10,208 4.12%

Holding current value

$1.8 Million

Previous $1.63 Million 15.48%

% of portfolio

0.12%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$140.44 - $166.79 $59,125 - $70,218	-421 Reduced 4.12%	9,787 $1.38 Million
Q4 2024 Jan 13, 2025	SELL	$148.14 - $166.23 $2,666 - $2,992	-18 Reduced 0.18%	10,208 $1.63 Million
Q3 2024 Oct 08, 2024	SELL	$133.16 - $158.73 $42,344 - $50,476	-318 Reduced 3.02%	10,226 $1.55 Million
Q2 2024 Jul 02, 2024	SELL	$124.75 - $153.46 $36,551 - $44,963	-293 Reduced 2.7%	10,544 $1.59 Million
Q1 2024 Apr 10, 2024	BUY	$117.5 - $136.59 $80,252 - $93,290	683 Added 6.73%	10,837 $1.46 Million
Q4 2023 Jan 10, 2024	SELL	$101.31 - $123.31 $128,967 - $156,973	-1,273 Reduced 11.14%	10,154 $1.25 Million
Q3 2023 Oct 10, 2023	SELL	$103.39 - $113.67 $79,403 - $87,298	-768 Reduced 6.3%	11,427 $1.2 Million
Q2 2023 Jul 13, 2023	SELL	$88.68 - $109.37 $25,894 - $31,936	-292 Reduced 2.34%	12,195 $1.33 Million
Q1 2023 Apr 19, 2023	SELL	$72.54 - $92.81 $548,547 - $701,829	-7,562 Reduced 37.72%	12,487 $1.16 Million
Q4 2022 Jan 12, 2023	SELL	$71.52 - $81.72 $228,792 - $261,422	-3,199 Reduced 13.76%	20,049 $0
Q3 2022 Oct 11, 2022	BUY	$73.37 - $94.5 $236,324 - $304,384	3,221 Added 16.08%	23,248 $1.71 Million
Q2 2022 Jul 14, 2022	BUY	$77.53 - $105.04 $102,649 - $139,072	1,324 Added 7.08%	20,027 $1.6 Million
Q1 2022 Apr 20, 2022	SELL	$90.78 - $115.41 $3,903 - $4,962	-43 Reduced 0.23%	18,703 $1.93 Million
Q4 2021 Feb 01, 2022	BUY	$100.11 - $117.09 $1,001 - $1,170	10 Added 0.05%	18,746 $2.15 Million
Q3 2021 Nov 08, 2021	BUY	$98.99 - $108.87 $21,777 - $23,951	220 Added 1.19%	18,736 $1.9 Million
Q2 2021 Aug 10, 2021	SELL	$86.67 - $99.76 $57,375 - $66,041	-662 Reduced 3.45%	18,516 $1.84 Million
Q1 2021 May 11, 2021	BUY	$82.45 - $93.1 $1.3 Million - $1.47 Million	15,791 Added 466.22%	19,178 $1.68 Million
Q4 2020 Feb 09, 2021	BUY	$73.15 - $85.83 $185,874 - $218,094	2,541 Added 300.35%	3,387 $288,000
Q3 2020 Nov 09, 2020	SELL	$67.71 - $82.47 $2,302 - $2,803	-34 Reduced 3.86%	846 $255,000
Q2 2020 Aug 14, 2020	BUY	$48.73 - $67.63 $42,882 - $59,514	880 New	880 $237,000

Others Institutions Holding IYW

# of Institutions

1,296

Shares Held

89.1M

Call Options Held

339K

Put Options Held

154K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Ishares Dj Us Tech ETF Transaction History