Marcum Wealth, LLC Ishares Dj Us Tech ETF Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

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 10,226 shares of IYW stock, worth $1.61 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,226
Previous 10,544 3.02%
Holding current value
$1.61 Million
Previous $1.59 Million 2.27%
% of portfolio
0.15%
Previous 0.16%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,149
Shares Held
84.4M
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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