Moneta Group Investment Advisors LLC Ishares Dj Us Tech ETF Transaction History

Moneta Group Investment Advisors LLC

$5.03 Billion
Q4 2023

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 2,112 shares of IYW stock, worth $329,281. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,112

Previous 2,012 4.97%

Holding current value

$329,281

Previous $211,000 22.75%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,037

Shares Held

78.6M

Call Options Held

149K

Put Options Held

98.2K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Moneta Group Investment Advisors LLC Ishares Dj Us Tech ETF Transaction History