A detailed history of Naples Global Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Naples Global Advisors, LLC holds 3,291 shares of IYW stock, worth $519,484. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,291
Previous 3,601 8.61%
Holding current value
$519,484
Previous $541,000 7.95%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 24, 2024

SELL
$133.16 - $158.73 $41,279 - $49,206
-310 Reduced 8.61%
3,291 $498,000
Q1 2023

Apr 17, 2023

SELL
$72.54 - $92.81 $14,508 - $18,562
-200 Reduced 5.26%
3,601 $334,000
Q4 2022

Jan 20, 2023

BUY
$71.52 - $81.72 $71 - $81
1 Added 0.03%
3,801 $0
Q1 2021

May 10, 2021

SELL
$82.45 - $93.1 $16,490 - $18,620
-200 Reduced 5.0%
3,800 $333,000
Q4 2020

Feb 08, 2021

BUY
$73.15 - $85.83 $219,450 - $257,490
3,000 Added 300.0%
4,000 $340,000
Q1 2020

Apr 27, 2020

BUY
$45.35 - $65.22 $2,267 - $3,261
50 Added 5.26%
1,000 $204,000
Q4 2019

Feb 05, 2020

BUY
$49.62 - $58.5 $47,139 - $55,575
950 New
950 $221,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Naples Global Advisors, LLC Portfolio

Follow Naples Global 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 Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.