A detailed history of Private Ocean, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Private Ocean, LLC holds 2,433 shares of IYW stock, worth $384,195. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,433
Holding current value
$384,195
% of portfolio
0.03%

Shares

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

Jul 30, 2024

BUY
$124.75 - $153.46 $303,516 - $373,368
2,433 New
2,433 $366,000
Q4 2023

Jan 22, 2024

BUY
$101.31 - $123.31 $246,284 - $299,766
2,431 New
2,431 $298,000
Q2 2023

Jul 21, 2023

SELL
$88.68 - $109.37 $197,313 - $243,348
-2,225 Reduced 90.08%
245 $26,000
Q4 2022

Feb 01, 2023

BUY
$71.52 - $81.72 $176,654 - $201,848
2,470 New
2,470 $183,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Private Ocean, LLC Portfolio

Follow Private Ocean, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Ocean, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Ocean, LLC with notifications on news.