A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 2,812 shares of IYW stock, worth $444,042. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,812
Previous 2,825 0.46%
Holding current value
$444,042
Previous $425,000 0.24%
% of portfolio
0.25%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$133.16 - $158.73 $1,731 - $2,063
-13 Reduced 0.46%
2,812 $426,000
Q2 2024

Aug 14, 2024

BUY
$124.75 - $153.46 $41,167 - $50,641
330 Added 13.23%
2,825 $425,000
Q1 2024

May 10, 2024

SELL
$117.5 - $136.59 $8,107 - $9,424
-69 Reduced 2.69%
2,495 $336,000
Q4 2023

Feb 09, 2024

BUY
$101.31 - $123.31 $132,209 - $160,919
1,305 Added 103.65%
2,564 $314,000
Q3 2023

Nov 13, 2023

SELL
$103.39 - $113.67 $57,381 - $63,086
-555 Reduced 30.6%
1,259 $132,000
Q2 2023

Aug 14, 2023

BUY
$88.68 - $109.37 $20,307 - $25,045
229 Added 14.45%
1,814 $197,000
Q1 2023

May 15, 2023

BUY
$72.54 - $92.81 $29,378 - $37,588
405 Added 34.32%
1,585 $147,000
Q4 2022

Feb 14, 2023

BUY
$71.52 - $81.72 $84,393 - $96,429
1,180 New
1,180 $87,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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