Montz Harcus Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 11,204 shares of IYW stock, worth $1.64 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
11,204
Previous 13,055 14.18%
Holding current value
$1.64 Million
Previous $1.98 Million 9.7%
% of portfolio
1.01%
Previous 1.17%

Shares

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

Jan 29, 2025
SELL
$148.14 - $166.23 $274,207 - $307,691
-1,851 Reduced 14.18%
11,204 $1.79 Million
Q3 2024

Oct 24, 2024
BUY
$133.16 - $158.73 $1,198 - $1,428
9 Added 0.07%
13,055 $1.98 Million
Q2 2024

Jul 19, 2024
BUY
$124.75 - $153.46 $873 - $1,074
7 Added 0.05%
13,046 $1.96 Million
Q1 2024

May 07, 2024
BUY
$117.5 - $136.59 $940 - $1,092
8 Added 0.06%
13,039 $1.76 Million
Q4 2023

Jan 22, 2024
BUY
$101.31 - $123.31 $1,823 - $2,219
18 Added 0.14%
13,031 $1.6 Million
Q2 2023

Jul 21, 2023
BUY
$88.68 - $109.37 $709 - $874
8 Added 0.06%
13,013 $1.42 Million
Q1 2023

Apr 25, 2023
BUY
$72.54 - $92.81 $1,088 - $1,392
15 Added 0.12%
13,005 $1.21 Million
Q4 2022

Jan 20, 2023
BUY
$71.52 - $81.72 $1,788 - $2,043
25 Added 0.19%
12,990 $0
Q3 2022

Nov 02, 2022
BUY
$73.37 - $94.5 $1,467 - $1,890
20 Added 0.15%
12,965 $951,000
Q2 2022

Jul 18, 2022
BUY
$77.53 - $105.04 $930 - $1,260
12 Added 0.09%
12,945 $1.04 Million
Q1 2022

May 05, 2022
BUY
$90.78 - $115.41 $453 - $577
5 Added 0.04%
12,933 $1.33 Million
Q4 2021

Mar 24, 2022
BUY
$100.11 - $117.09 $1.29 Million - $1.51 Million
12,928 New
12,928 $1.48 Million

Others Institutions Holding IYW

# of Institutions
1,249
Shares Held
84.4M
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
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