A detailed history of Money Concepts Capital Corp transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Money Concepts Capital Corp holds 2,225 shares of IYW stock, worth $337,554. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,225
Previous 2,219 0.27%
Holding current value
$337,554
Previous $333,000 1.2%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 31, 2024

BUY
$133.16 - $158.73 $798 - $952
6 Added 0.27%
2,225 $337,000
Q2 2024

Aug 02, 2024

SELL
$124.75 - $153.46 $3,118 - $3,836
-25 Reduced 1.11%
2,219 $333,000
Q1 2024

May 01, 2024

SELL
$117.5 - $136.59 $1,880 - $2,185
-16 Reduced 0.71%
2,244 $303,000
Q4 2023

Feb 12, 2024

BUY
$101.31 - $123.31 $2,127 - $2,589
21 Added 0.94%
2,260 $277,000
Q3 2023

Oct 31, 2023

SELL
$103.39 - $113.67 $8,271 - $9,093
-80 Reduced 3.45%
2,239 $234,000
Q2 2023

Jul 31, 2023

SELL
$88.68 - $109.37 $701,724 - $865,444
-7,913 Reduced 77.34%
2,319 $252,000
Q1 2023

May 01, 2023

BUY
$72.54 - $92.81 $343,114 - $438,991
4,730 Added 85.97%
10,232 $949,000
Q4 2022

Feb 14, 2023

SELL
$71.52 - $81.72 $21,456 - $24,516
-300 Reduced 5.17%
5,502 $409,000
Q3 2022

Oct 27, 2022

SELL
$73.37 - $94.5 $44,168 - $56,889
-602 Reduced 9.4%
5,802 $426,000
Q2 2022

Jul 18, 2022

SELL
$77.53 - $105.04 $361,832 - $490,221
-4,667 Reduced 42.16%
6,404 $512,000
Q1 2022

May 13, 2022

BUY
$90.78 - $115.41 $405,514 - $515,536
4,467 Added 67.64%
11,071 $1.14 Million
Q4 2021

Feb 14, 2022

BUY
$100.11 - $117.09 $409,850 - $479,366
4,094 Added 163.11%
6,604 $758,000
Q1 2021

May 17, 2021

SELL
$82.45 - $93.1 $2,473 - $2,793
-30 Reduced 1.18%
2,510 $220,000
Q4 2020

May 17, 2021

BUY
$73.15 - $85.83 $185,801 - $218,008
2,540 New
2,540 $216,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Money Concepts Capital Corp Portfolio

Follow Money Concepts Capital Corp 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 Money Concepts Capital Corp, based on Form 13F filings with the SEC.

News

Stay updated on Money Concepts Capital Corp with notifications on news.