A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 394 shares of IYW stock, worth $62,551. This represents 0.02% of its overall portfolio holdings.

Number of Shares
394
Previous 394 -0.0%
Holding current value
$62,551
Previous $59,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

SELL
$101.31 - $123.31 $5,065 - $6,165
-50 Reduced 11.26%
394 $48,000
Q1 2022

May 11, 2022

SELL
$90.78 - $115.41 $43,574 - $55,396
-480 Reduced 51.95%
444 $46,000
Q4 2021

Feb 17, 2022

BUY
$100.11 - $117.09 $92,501 - $108,191
924 New
924 $106,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.