Old North State Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Old North State Wealth Management, LLC

  • $214 Billion
  • Q3 2025

A detailed history of Old North State Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 3,506 shares of IYW stock, worth $698,254. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,506
Previous 3,293 6.47%
Holding current value
$698,254
Previous $572 Million 20.37%
% of portfolio
0.32%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$171.38 - $197.01 $36,503 - $41,963
213 Added 6.47%
3,506 $688 Million
Q2 2025

Jul 16, 2025
SELL
$122.57 - $173.27 $7,599 - $10,742
-62 Reduced 1.85%
3,293 $572 Million
Q1 2025

Apr 24, 2025
SELL
$140.44 - $166.79 $4,072 - $4,836
-29 Reduced 0.86%
3,355 $472 Million
Q4 2024

Jan 27, 2025
SELL
$148.14 - $166.23 $296 - $332
-2 Reduced 0.06%
3,384 $541 Million
Q3 2024

Oct 29, 2024
BUY
$133.16 - $158.73 $14,514 - $17,301
109 Added 3.33%
3,386 $514 Million
Q2 2024

Oct 29, 2024
SELL
$124.75 - $153.46 $23,952 - $29,464
-192 Reduced 5.53%
3,277 $494 Million
Q1 2024

Oct 29, 2024
BUY
$117.5 - $136.59 $98,700 - $114,735
840 Added 31.95%
3,469 $469 Million
Q4 2023

Oct 28, 2024
BUY
$101.31 - $123.31 $607 - $739
6 Added 0.23%
2,629 $323 Million
Q3 2023

Oct 28, 2024
BUY
$103.39 - $113.67 $10,339 - $11,367
100 Added 3.96%
2,623 $275 Million
Q2 2023

Oct 28, 2024
BUY
$88.68 - $109.37 $11,617 - $14,327
131 Added 5.48%
2,523 $275 Million
Q1 2023

Oct 28, 2024
BUY
$72.54 - $92.81 $173,515 - $222,001
2,392 New
2,392 $222 Million

Others Institutions Holding IYW

# of Institutions
1,366
Shares Held
67.2M
Call Options Held
103K
Put Options Held
183K
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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