Schneider Downs Wealth Management Advisors, LP Ishares Dj Us Tech ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$77.53 - $105.04 $155,060 - $210,080	-2,000 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$90.78 - $115.41 $181,560 - $230,820	2,000 New	2,000 $206,000

Others Institutions Holding IYW

# of Institutions

1,340

Shares Held

84M

Call Options Held

281K

Put Options Held

225K

Morgan Stanley New York, NY

5.94M
Shares

$1.21 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

5.42M
Shares

$1.1 Billion
0.33% of portfolio
Bank Of America Corp Charlotte, NC

4.61M
Shares

$938 Million
0.06% of portfolio
Pgim Custom Harvest LLC Newark, NJ

4.36M
Shares

$888 Million
15.71% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

3.69M
Shares

$751 Million
0.31% of portfolio

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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