Sax Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,625 shares of IYW stock, worth $1.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,625
Previous 3,633 109.88%
Holding current value
$1.37 Million
Previous $510,000 159.02%
% of portfolio
0.08%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$122.57 - $173.27 $489,299 - $691,693
3,992 Added 109.88%
7,625 $1.32 Million
Q1 2025

May 14, 2025
BUY
$140.44 - $166.79 $13,482 - $16,011
96 Added 2.71%
3,633 $510,000
Q2 2024

Jul 12, 2024
BUY
$124.75 - $153.46 $441,240 - $542,788
3,537 New
3,537 $532,000

Others Institutions Holding IYW

# of Institutions
1,253
Shares Held
86.3M
Call Options Held
339K
Put Options Held
144K
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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