A detailed history of Market Street Wealth Management Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 13,951 shares of IYW stock, worth $2.11 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
13,951
Previous 14,717 5.2%
Holding current value
$2.11 Million
Previous $1.99 Million 5.64%
% of portfolio
0.4%
Previous 0.39%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$124.75 - $153.46 $95,558 - $117,550
-766 Reduced 5.2%
13,951 $2.1 Million
Q1 2024

Apr 11, 2024

SELL
$117.5 - $136.59 $127,487 - $148,200
-1,085 Reduced 6.87%
14,717 $1.99 Million
Q4 2023

Jan 29, 2024

SELL
$101.31 - $123.31 $4.23 Million - $5.15 Million
-41,798 Reduced 72.57%
15,802 $1.94 Million
Q3 2023

Oct 12, 2023

SELL
$103.39 - $113.67 $5.78 Million - $6.35 Million
-55,894 Reduced 49.25%
57,600 $6.04 Million
Q2 2023

Jul 12, 2023

BUY
$88.68 - $109.37 $142,774 - $176,085
1,610 Added 1.44%
113,494 $12.4 Million
Q1 2023

Apr 18, 2023

BUY
$72.54 - $92.81 $2.93 Million - $3.75 Million
40,391 Added 56.5%
111,884 $10.4 Million
Q4 2022

Jan 20, 2023

BUY
$71.52 - $81.72 $5.11 Million - $5.84 Million
71,493 New
71,493 $0

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Market Street Wealth Management Advisors LLC Portfolio

Follow Market Street Wealth Management Advisors LLC 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 Market Street Wealth Management Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Market Street Wealth Management Advisors LLC with notifications on news.