Pinnacle Family Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 2,063 shares of IYW stock, worth $294,658. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,063

Previous 1,731 19.18%

Holding current value

$294,658

Previous $276,000 4.71%

% of portfolio

0.18%

Previous 0.15%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$140.44 - $166.79 $46,626 - $55,374	332 Added 19.18%	2,063 $289,000
Q4 2024 Feb 14, 2025	SELL	$148.14 - $166.23 $37,923 - $42,554	-256 Reduced 12.88%	1,731 $276,000
Q3 2024 Nov 14, 2024	SELL	$133.16 - $158.73 $14,514 - $17,301	-109 Reduced 5.2%	1,987 $301,000
Q2 2024 Aug 14, 2024	SELL	$124.75 - $153.46 $1.38 Million - $1.69 Million	-11,045 Reduced 84.05%	2,096 $315,000
Q1 2024 May 15, 2024	BUY	$117.5 - $136.59 $822 - $956	7 Added 0.05%	13,141 $1.77 Million
Q4 2023 Feb 14, 2024	BUY	$101.31 - $123.31 $35,357 - $43,035	349 Added 2.73%	13,134 $1.61 Million
Q3 2023 Nov 14, 2023	SELL	$103.39 - $113.67 $211,432 - $232,455	-2,045 Reduced 13.79%	12,785 $1.34 Million
Q2 2023 Aug 14, 2023	SELL	$88.68 - $109.37 $64,913 - $80,058	-732 Reduced 4.7%	14,830 $1.61 Million
Q1 2023 May 15, 2023	BUY	$72.54 - $92.81 $904,211 - $1.16 Million	12,465 Added 402.49%	15,562 $1.44 Million
Q4 2022 Feb 10, 2023	BUY	$71.52 - $81.72 $221,497 - $253,086	3,097 New	3,097 $230,000
Q2 2022 Aug 15, 2022	SELL	$77.53 - $105.04 $259,647 - $351,778	-3,349 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$90.78 - $115.41 $75,165 - $95,559	-828 Reduced 19.82%	3,349 $345,000
Q4 2021 Feb 14, 2022	SELL	$100.11 - $117.09 $1.14 Million - $1.34 Million	-11,408 Reduced 73.2%	4,177 $480,000
Q3 2021 Nov 12, 2021	BUY	$98.99 - $108.87 $1.29 Million - $1.42 Million	13,014 Added 506.18%	15,585 $1.58 Million
Q2 2021 Aug 16, 2021	BUY	$86.67 - $99.76 $17,247 - $19,852	199 Added 8.39%	2,571 $256,000
Q4 2020 Feb 16, 2021	BUY	$73.15 - $85.83 $113,089 - $132,693	1,546 Added 187.17%	2,372 $202,000
Q3 2020 Nov 16, 2020	SELL	$67.71 - $82.47 $66,017 - $80,408	-975 Reduced 54.14%	826 $249,000
Q2 2020 Aug 12, 2020	SELL	$48.73 - $67.63 $385,990 - $535,697	-7,921 Reduced 81.48%	1,801 $483,000
Q1 2020 May 13, 2020	BUY	$45.35 - $65.22 $60,088 - $86,416	1,325 Added 15.78%	9,722 $1.99 Million
Q4 2019 Feb 14, 2020	SELL	$49.62 - $58.5 $64,654 - $76,225	-1,303 Reduced 13.43%	8,397 $1.95 Million
Q3 2019 Nov 14, 2019	BUY	$48.42 - $52.88 $469,674 - $512,936	9,700 New	9,700 $1.98 Million
Q4 2018 Feb 14, 2019	SELL	$37.1 - $48.75 $1.14 Million - $1.5 Million	-30,678 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$44.51 - $48.99 $1.37 Million - $1.5 Million	30,678 New	30,678 $5.95 Million
Q1 2018 May 15, 2018	SELL	$39.49 - $45.74 $1.38 Million - $1.6 Million	-34,963 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$37.53 - $41.67 $559,384 - $621,091	14,905 Added 74.31%	34,963 $5.69 Million
Q3 2017 Nov 13, 2017	BUY	$36.73 - $37.48 $454,533 - $463,814	12,375 Added 161.07%	20,058 $3.01 Million
Q2 2017 Sep 08, 2017	BUY	N/A	273 Added 3.68%	7,683 $1.07 Million
Q1 2017 Sep 08, 2017	BUY	N/A	7,410	7,410 $1 Million

Others Institutions Holding IYW

# of Institutions

1,232

Shares Held

86.7M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Industry ETFs

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Pinnacle Family Advisors, LLC Ishares Dj Us Tech ETF Transaction History