Outlook Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 7,829 shares of IYW stock, worth $1.21 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,829
Previous 6,290 24.47%
Holding current value
$1.21 Million
Previous $772,000 36.92%
% of portfolio
0.37%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$117.5 - $136.59 $180,832 - $210,212
1,539 Added 24.47%
7,829 $1.06 Million
Q4 2023

Jan 29, 2024
SELL
$101.31 - $123.31 $52,883 - $64,367
-522 Reduced 7.66%
6,290 $772,000
Q3 2023

Oct 10, 2023
BUY
$103.39 - $113.67 $14,371 - $15,800
139 Added 2.08%
6,812 $714,000
Q2 2023

Jul 10, 2023
BUY
$88.68 - $109.37 $591,761 - $729,826
6,673 New
6,673 $726,000
Q4 2022

Feb 14, 2023
SELL
$71.71 - $81.72 $259,805 - $296,071
-3,623 Reduced 48.68%
3,820 $284,000
Q3 2022

Oct 25, 2022
SELL
$76.21 - $94.5 $557,780 - $691,645
-7,319 Reduced 49.58%
7,443 $546,000
Q2 2022

Jul 28, 2022
BUY
$77.53 - $105.04 $29,383 - $39,810
379 Added 2.64%
14,762 $1.18 Million
Q1 2022

Jul 28, 2022
BUY
$90.78 - $115.41 $35,222 - $44,779
388 Added 2.77%
14,383 $1.48 Million
Q1 2022

May 13, 2022
SELL
$90.78 - $115.41 $29,685 - $37,739
-327 Reduced 2.28%
13,995 $1.44 Million
Q4 2021

Jan 21, 2022
BUY
$100.11 - $117.09 $910,600 - $1.07 Million
9,096 Added 174.05%
14,322 $1.64 Million
Q3 2021

Oct 22, 2021
BUY
$98.99 - $108.87 $65,135 - $71,636
658 Added 14.4%
5,226 $529,000
Q2 2021

Jul 21, 2021
BUY
$86.67 - $99.76 $395,908 - $455,703
4,568 New
4,568 $454,000

Others Institutions Holding IYW

# of Institutions
1,029
Shares Held
78.6M
Call Options Held
149K
Put Options Held
98.2K
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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