Patriot Financial Group Insurance Agency, LLC Ishares Dj Us Tech ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 15,123 shares of IYW stock, worth $2.96 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

15,123

Previous 14,274 5.95%

Holding current value

$2.96 Million

Previous $2.01 Million 30.54%

% of portfolio

0.33%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$122.57 - $173.27 $104,061 - $147,106	849 Added 5.95%	15,123 $2.62 Million
Q1 2025 Apr 14, 2025	BUY	$140.44 - $166.79 $78,927 - $93,735	562 Added 4.1%	14,274 $2.01 Million
Q4 2024 Jan 22, 2025	SELL	$148.14 - $166.23 $51,256 - $57,515	-346 Reduced 2.46%	13,712 $2.19 Million
Q3 2024 Oct 24, 2024	SELL	$133.16 - $158.73 $82,426 - $98,253	-619 Reduced 4.22%	14,058 $2.13 Million
Q2 2024 Jul 26, 2024	BUY	$124.75 - $153.46 $139,096 - $171,107	1,115 Added 8.22%	14,677 $2.21 Million
Q1 2024 Apr 30, 2024	BUY	$117.5 - $136.59 $107,865 - $125,389	918 Added 7.26%	13,562 $1.83 Million
Q4 2023 Jan 19, 2024	BUY	$101.31 - $123.31 $103,741 - $126,269	1,024 Added 8.81%	12,644 $1.55 Million
Q3 2023 Oct 19, 2023	BUY	$103.39 - $113.67 $11,889 - $13,072	115 Added 1.0%	11,620 $1.22 Million
Q2 2023 Jul 17, 2023	BUY	$88.68 - $109.37 $255,309 - $314,876	2,879 Added 33.38%	11,505 $1.25 Million
Q1 2023 Apr 20, 2023	BUY	$72.54 - $92.81 $251,713 - $322,050	3,470 Added 67.3%	8,626 $800,000
Q4 2022 Jan 17, 2023	BUY	$71.52 - $81.72 $368,757 - $421,348	5,156 New	5,156 $0
Q2 2022 Jul 29, 2022	SELL	$77.53 - $105.04 $133,894 - $181,404	-1,727 Reduced 35.64%	3,119 $249,000
Q1 2022 May 11, 2022	SELL	$90.78 - $115.41 $244,561 - $310,914	-2,694 Reduced 35.73%	4,846 $499,000
Q4 2021 Jan 10, 2022	SELL	$100.11 - $117.09 $49,154 - $57,491	-491 Reduced 6.11%	7,540 $866,000
Q3 2021 Nov 24, 2021	BUY	$98.99 - $108.87 $794,988 - $874,334	8,031 New	8,031 $813,000
Q2 2020 Jul 10, 2020	SELL	$48.73 - $67.63 $0 - $0	0 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$45.35 - $65.22 $0 - $0	0 New	0 $0
Q1 2018 May 14, 2018	SELL	$39.49 - $45.74 $5,884 - $6,815	-149 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$37.53 - $41.67 $900 - $1,000	24 Added 19.2%	149 $25,000
Q3 2017 Oct 26, 2017	BUY	$36.73 - $37.48 $661 - $674	18 Added 16.82%	125 $19,000
Q2 2017 Aug 08, 2017	BUY	N/A	107	107 $15,000

Others Institutions Holding IYW

# of Institutions

1,308

Shares Held

88.9M

Call Options Held

281K

Put Options Held

235K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Patriot Financial Group Insurance Agency, LLC Ishares Dj Us Tech ETF Transaction History