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

One Charles Private Wealth Services, LLC

  • $342 Million
  • Q3 2025

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 2,100 shares of IYW stock, worth $418,236. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,100
Previous 2,153 2.46%
Holding current value
$418,236
Previous $373,000 10.19%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 12, 2025
SELL
$171.38 - $197.01 $9,083 - $10,441
-53 Reduced 2.46%
2,100 $411,000
Q2 2025

Aug 12, 2025
BUY
$122.57 - $173.27 $263,893 - $373,050
2,153 New
2,153 $373,000
Q4 2024

Feb 11, 2025
SELL
$148.14 - $166.23 $249,319 - $279,765
-1,683 Reduced 44.55%
2,095 $334,000
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
1,365
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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