A detailed history of One Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 83,507 shares of IYW stock, worth $13.8 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
83,507
Previous 87,471 4.53%
Holding current value
$13.8 Million
Previous $13.2 Million 3.82%
% of portfolio
1.98%
Previous 2.79%

Shares

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

Oct 16, 2024

SELL
$133.16 - $158.73 $527,846 - $629,205
-3,964 Reduced 4.53%
83,507 $12.7 Million
Q2 2024

Aug 13, 2024

BUY
$124.75 - $153.46 $210,453 - $258,887
1,687 Added 1.97%
87,471 $13.2 Million
Q1 2024

Apr 15, 2024

BUY
$117.5 - $136.59 $504,780 - $586,790
4,296 Added 5.27%
85,784 $11.6 Million
Q4 2023

Feb 13, 2024

BUY
$101.31 - $123.31 $2.2 Million - $2.68 Million
21,698 Added 36.29%
81,488 $10 Million
Q3 2023

Nov 01, 2023

SELL
$103.39 - $113.67 $3.37 Million - $3.71 Million
-32,627 Reduced 35.3%
59,790 $6.27 Million
Q2 2023

Aug 14, 2023

BUY
$88.68 - $109.37 $501,219 - $618,159
5,652 Added 6.51%
92,417 $10.1 Million
Q1 2023

May 15, 2023

BUY
$72.54 - $92.81 $2.16 Million - $2.76 Million
29,782 Added 52.26%
86,765 $8.05 Million
Q4 2022

Feb 14, 2023

BUY
$71.52 - $81.72 $4.08 Million - $4.66 Million
56,983 New
56,983 $4.24 Million
Q2 2022

Aug 15, 2022

SELL
$77.53 - $105.04 $1.23 Million - $1.66 Million
-15,841 Reduced 44.92%
19,425 $1.55 Million
Q1 2022

May 16, 2022

SELL
$90.78 - $115.41 $29,049 - $36,931
-320 Reduced 0.9%
35,266 $3.63 Million
Q4 2021

Feb 14, 2022

SELL
$100.11 - $117.09 $258,684 - $302,560
-2,584 Reduced 6.77%
35,586 $4.09 Million
Q3 2021

Nov 15, 2021

BUY
$98.99 - $108.87 $3.78 Million - $4.16 Million
38,170 New
38,170 $3.87 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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