Modern Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 80,131 shares of IYW stock, worth $11.3 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
80,131
Previous 59,106 35.57%
Holding current value
$11.3 Million
Previous $8.96 Billion 45.44%
% of portfolio
0.46%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$148.14 - $166.23 $3.11 Million - $3.49 Million
21,025 Added 35.57%
80,131 $13 Billion
Q3 2024

Nov 05, 2024
BUY
$133.16 - $158.73 $12,650 - $15,079
95 Added 0.16%
59,106 $8.96 Billion
Q2 2024

Aug 07, 2024
BUY
$124.75 - $153.46 $6.95 Million - $8.55 Million
55,743 Added 1705.72%
59,011 $8.88 Billion
Q1 2024

May 13, 2024
BUY
$117.5 - $136.59 $383,990 - $446,376
3,268 New
3,268 $438 Million

Others Institutions Holding IYW

# of Institutions
1,245
Shares Held
84.8M
Call Options Held
118K
Put Options Held
73.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email