A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 21,640 shares of IYW stock, worth $3.27 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
21,640
Previous 27,760 22.05%
Holding current value
$3.27 Million
Previous $2.04 Million 20.86%
% of portfolio
0.85%
Previous 1.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 11, 2023

SELL
$71.71 - $81.72 $438,865 - $500,126
-6,120 Reduced 22.05%
21,640 $1.61 Million
Q2 2021

Jul 12, 2021

SELL
$86.67 - $99.76 $511,353 - $588,584
-5,900 Reduced 17.53%
27,760 $2.76 Million
Q4 2020

Jan 15, 2021

BUY
$73.15 - $85.83 $1.8 Million - $2.12 Million
24,647 Added 273.46%
33,660 $2.86 Million
Q2 2020

Jul 08, 2020

SELL
$48.73 - $67.63 $4,336 - $6,019
-89 Reduced 0.98%
9,013 $2.43 Million
Q1 2020

Apr 06, 2020

BUY
$45.35 - $65.22 $412,775 - $593,632
9,102 New
9,102 $1.86 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track New England Guild Wealth Advisors, Inc. Portfolio

Follow New England Guild Wealth Advisors, Inc. 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 New England Guild Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on New England Guild Wealth Advisors, Inc. with notifications on news.