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

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

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 80,590 shares of IYW stock, worth $14.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
80,590
Previous 80,314 0.34%
Holding current value
$14.8 Million
Previous $11.3 Billion 99.9%
% of portfolio
0.37%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
$140.44 - $166.79 $38,761 - $46,034
276 Added 0.34%
80,590 $11.3 Million
Q1 2025

May 15, 2025
BUY
$140.44 - $166.79 $25,700 - $30,522
183 Added 0.23%
80,314 $11.3 Billion
Q4 2024

May 30, 2025
SELL
$148.14 - $166.23 $1.18 Million - $1.33 Million
-7,987 Reduced 9.94%
72,327 $11.5 Million
Q4 2024

May 29, 2025
SELL
$148.14 - $166.23 $1.18 Million - $1.33 Million
-7,987 Reduced 9.94%
72,327 $11.5 Million
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

May 30, 2025
SELL
$133.16 - $158.73 $3 Million - $3.57 Million
-22,492 Reduced 28.01%
57,822 $8.77 Million
Q3 2024

May 29, 2025
SELL
$133.16 - $158.73 $3 Million - $3.57 Million
-22,492 Reduced 28.01%
57,822 $8.77 Million
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

May 29, 2025
SELL
$124.75 - $153.46 $2.86 Million - $3.51 Million
-22,891 Reduced 28.5%
57,423 $8.64 Million
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 28, 2025
SELL
$117.5 - $136.59 $9.12 Million - $10.6 Million
-77,648 Reduced 96.68%
2,666 $360 Million
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
1,282
Shares Held
88.5M
Call Options Held
339K
Put Options Held
154K
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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