A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,089 shares of IYW stock, worth $818,921. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,089
Previous 3,257 56.25%
Holding current value
$818,921
Previous $490,000 57.35%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$133.16 - $158.73 $243,949 - $290,793
1,832 Added 56.25%
5,089 $771,000
Q2 2024

Aug 13, 2024

BUY
$124.75 - $153.46 $116,890 - $143,792
937 Added 40.39%
3,257 $490,000
Q1 2024

Aug 13, 2024

BUY
$117.5 - $136.59 $24,440 - $28,410
208 Added 9.85%
2,320 $313,000
Q4 2023

Feb 15, 2024

BUY
$101.31 - $123.31 $10,131 - $12,331
100 Added 4.97%
2,112 $259,000
Q3 2023

Nov 15, 2023

BUY
$103.39 - $113.67 $3,618 - $3,978
35 Added 1.77%
2,012 $211,000
Q2 2023

Aug 15, 2023

BUY
$88.68 - $109.37 $175,320 - $216,224
1,977 New
1,977 $215,000
Q2 2022

Aug 15, 2022

SELL
$77.53 - $105.04 $165,526 - $224,260
-2,135 Closed
0 $0
Q1 2022

May 11, 2022

SELL
$90.78 - $115.41 $112,113 - $142,531
-1,235 Reduced 36.65%
2,135 $220,000
Q4 2021

Feb 11, 2022

BUY
$100.11 - $117.09 $337,370 - $394,593
3,370 New
3,370 $387,000
Q2 2018

Aug 14, 2018

SELL
$40.98 - $46.73 $5,122 - $5,841
-125 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$39.49 - $45.74 $4,936 - $5,717
125 New
125 $21,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.