Plante Moran Financial Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $997 Million
  • Q2 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,398 shares of IYW stock, worth $216,969. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,398
Previous 1,158 20.73%
Holding current value
$216,969
Previous $156,000 34.62%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$124.75 - $153.46 $29,940 - $36,830
240 Added 20.73%
1,398 $210,000
Q4 2023

Feb 05, 2024
SELL
$101.31 - $123.31 $55,315 - $67,327
-546 Reduced 32.04%
1,158 $142,000
Q1 2023

May 08, 2023
SELL
$72.54 - $92.81 $130,572 - $167,058
-1,800 Reduced 51.37%
1,704 $158,000
Q4 2022

Feb 09, 2023
BUY
$71.52 - $81.72 $128,736 - $147,096
1,800 Added 105.63%
3,504 $261,000
Q3 2021

Nov 08, 2021
SELL
$98.99 - $108.87 $3,959 - $4,354
-40 Reduced 2.29%
1,704 $173,000
Q2 2021

Aug 10, 2021
BUY
$86.67 - $99.76 $3,466 - $3,990
40 Added 2.35%
1,744 $173,000
Q1 2021

May 13, 2021
BUY
$82.45 - $93.1 $26,054 - $29,419
316 Added 22.77%
1,704 $149,000
Q4 2020

Feb 09, 2021
BUY
$73.15 - $85.83 $76,149 - $89,349
1,041 Added 300.0%
1,388 $118,000
Q2 2020

Aug 10, 2020
BUY
$48.73 - $67.63 $16,909 - $23,467
347 New
347 $94,000
Q1 2020

May 07, 2020
SELL
$45.35 - $65.22 $3,083 - $4,434
-68 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$49.62 - $58.5 $3,374 - $3,978
68 New
68 $16,000
Q1 2019

May 13, 2019
SELL
$38.22 - $48.72 $2,637 - $3,361
-69 Closed
0 $0
Q1 2018

May 01, 2018
BUY
$39.49 - $45.74 $2,724 - $3,156
69 New
69 $12,000

Others Institutions Holding IYW

# of Institutions
1,103
Shares Held
82.4M
Call Options Held
104K
Put Options Held
83.3K
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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