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

Montz Harcus Wealth Management LLC

  • $146 Million
  • Q1 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 13,039 shares of IYW stock, worth $2.05 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
13,039
Previous 13,031 0.06%
Holding current value
$2.05 Million
Previous $1.6 Million 10.13%
% of portfolio
1.2%
Previous 1.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$71.71 - $81.72 $1,792 - $2,043
25 Added 0.19%
12,990 $0
Q3 2022

Nov 02, 2022
BUY
$76.21 - $94.5 $1,524 - $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
1,030
Shares Held
78.6M
Call Options Held
149K
Put Options Held
98.2K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management 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 Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email