One Charles Private Wealth Services, LLC Ishares Dj Us Tech ETF Transaction History

One Charles Private Wealth Services, LLC

  • $254 Million
  • Q3 2024

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 3,778 shares of IYW stock, worth $603,233. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,778
Previous 5,926 36.25%
Holding current value
$603,233
Previous $891,000 35.8%
% of portfolio
0.23%
Previous 0.38%

Shares

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

Nov 12, 2024
SELL
$133.16 - $158.73 $286,027 - $340,952
-2,148 Reduced 36.25%
3,778 $572,000
Q2 2024

Aug 14, 2024
BUY
$124.75 - $153.46 $250,248 - $307,840
2,006 Added 51.17%
5,926 $891,000
Q4 2022

Feb 06, 2023
BUY
$71.52 - $81.72 $280,358 - $320,342
3,920 New
3,920 $292,000

Others Institutions Holding IYW

# of Institutions
1,187
Shares Held
81.4M
Call Options Held
76.9K
Put Options Held
33.6K
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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