A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,419 shares of IYW stock, worth $530,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,419
Previous 3,818 10.45%
Holding current value
$530,628
Previous $574,000 9.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

SELL
$133.16 - $158.73 $53,130 - $63,333
-399 Reduced 10.45%
3,419 $518,000
Q2 2024

Jul 15, 2024

SELL
$124.75 - $153.46 $2,619 - $3,222
-21 Reduced 0.55%
3,818 $574,000
Q1 2024

Apr 30, 2024

BUY
$117.5 - $136.59 $19,857 - $23,083
169 Added 4.6%
3,839 $518,000
Q4 2023

Jan 25, 2024

BUY
$101.31 - $123.31 $303 - $369
3 Added 0.08%
3,670 $450,000
Q3 2023

Nov 08, 2023

BUY
$103.39 - $113.67 $110,213 - $121,172
1,066 Added 40.98%
3,667 $384,000
Q2 2023

Aug 08, 2023

BUY
$88.68 - $109.37 $230,656 - $284,471
2,601 New
2,601 $283,000
Q2 2022

Jul 22, 2022

SELL
$77.53 - $105.04 $438,742 - $594,421
-5,659 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$90.78 - $115.41 $22,422 - $28,506
247 Added 4.56%
5,659 $583,000
Q4 2021

Feb 11, 2022

BUY
$100.11 - $117.09 $541,795 - $633,691
5,412 New
5,412 $621,000
Q3 2021

Oct 26, 2021

SELL
$98.99 - $108.87 $591,168 - $650,171
-5,972 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$86.67 - $99.76 $86 - $99
1 Added 0.02%
5,972 $594,000
Q1 2021

May 14, 2021

SELL
$82.45 - $93.1 $6,596 - $7,448
-80 Reduced 1.32%
5,971 $524,000
Q4 2020

Feb 12, 2021

BUY
$73.15 - $85.83 $331,954 - $389,496
4,538 Added 299.93%
6,051 $515,000
Q3 2020

Oct 23, 2020

BUY
$67.71 - $82.47 $102,445 - $124,777
1,513 New
1,513 $455,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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