Powell Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 1,825 shares of IYW stock, worth $289,737. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,825

Previous 1,824 0.05%

Holding current value

$289,737

Previous $274,000 0.73%

% of portfolio

0.13%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$133.16 - $158.73 $133 - $158	1 Added 0.05%	1,825 $276,000
Q2 2024 Jul 30, 2024	BUY	$124.75 - $153.46 $24,950 - $30,692	200 Added 12.32%	1,824 $274,000
Q1 2024 Apr 15, 2024	BUY	$117.5 - $136.59 $117 - $136	1 Added 0.06%	1,624 $219,000
Q4 2023 Jan 31, 2024	BUY	$101.31 - $123.31 $202 - $246	2 Added 0.12%	1,623 $199,000
Q1 2023 May 10, 2023	BUY	$72.54 - $92.81 $72 - $92	1 Added 0.06%	1,621 $150,000
Q4 2022 Feb 14, 2023	BUY	$71.52 - $81.72 $286 - $326	4 Added 0.25%	1,620 $120,000
Q2 2022 Aug 02, 2022	BUY	$77.53 - $105.04 $77 - $105	1 Added 0.06%	1,616 $129,000
Q1 2022 May 09, 2022	SELL	$90.78 - $115.41 $16,521 - $21,004	-182 Reduced 10.13%	1,615 $166,000
Q4 2021 Jan 14, 2022	BUY	$100.11 - $117.09 $200 - $234	2 Added 0.11%	1,797 $206,000
Q2 2021 Jul 14, 2021	BUY	$86.67 - $99.76 $260 - $299	3 Added 0.17%	1,795 $178,000
Q1 2021 Apr 14, 2021	SELL	$82.45 - $93.1 $55,983 - $63,214	-679 Reduced 27.48%	1,792 $157,000
Q4 2020 Jan 14, 2021	BUY	$73.15 - $85.83 $135,546 - $159,042	1,853 Added 299.84%	2,471 $210,000
Q3 2020 Oct 07, 2020	BUY	$67.71 - $82.47 $31,891 - $38,843	471 Added 320.41%	618 $186,000
Q4 2019 Feb 10, 2020	BUY	$49.62 - $58.5 $7,294 - $8,599	147 New	147 $34,000

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Powell Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History