Shared Vision Wealth Group LLC Ishares Dj Us Tech ETF Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 16,744 shares of IYW stock, worth $3.31 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

16,744

Previous 17,276 3.08%

Holding current value

$3.31 Million

Previous $2.43 Billion 25.13%

% of portfolio

1.52%

Previous 1.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$122.57 - $173.27 $65,207 - $92,179	-532 Reduced 3.08%	16,744 $3.04 Billion
Q1 2025 May 02, 2025	SELL	$140.44 - $166.79 $136,507 - $162,119	-972 Reduced 5.33%	17,276 $2.43 Billion
Q4 2024 Feb 06, 2025	SELL	$148.14 - $166.23 $103,401 - $116,028	-698 Reduced 3.68%	18,248 $2.91 Billion
Q3 2024 Nov 12, 2024	BUY	$133.16 - $158.73 $14,248 - $16,984	107 Added 0.57%	18,946 $2.87 Billion
Q2 2024 Jul 23, 2024	BUY	$124.75 - $153.46 $7,734 - $9,514	62 Added 0.33%	18,839 $2.84 Billion
Q1 2024 May 06, 2024	BUY	$117.5 - $136.59 $130,777 - $152,024	1,113 Added 6.3%	18,777 $2.54 Billion
Q4 2023 Feb 07, 2024	BUY	$101.31 - $123.31 $1.79 Million - $2.18 Million	17,664 New	17,664 $2.17 Billion

Others Institutions Holding IYW

# of Institutions

1,308

Shares Held

88.9M

Call Options Held

281K

Put Options Held

235K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

Shared Vision Wealth Group LLC Ishares Dj Us Tech ETF Transaction History