Shore Haven Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 21,083 shares of IYW stock, worth $3.83 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
21,083
Previous 23,548 10.47%
Holding current value
$3.83 Million
Previous $3.31 Million 10.46%
% of portfolio
1.66%
Previous 1.73%

Shares

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

Jul 29, 2025
SELL
$122.57 - $173.27 $302,135 - $427,110
-2,465 Reduced 10.47%
21,083 $3.65 Million
Q1 2025

May 06, 2025
BUY
$140.44 - $166.79 $78,927 - $93,735
562 Added 2.44%
23,548 $3.31 Million
Q4 2024

Jan 29, 2025
SELL
$148.14 - $166.23 $72,440 - $81,286
-489 Reduced 2.08%
22,986 $3.67 Million
Q3 2024

Oct 24, 2024
BUY
$133.16 - $158.73 $152,601 - $181,904
1,146 Added 5.13%
23,475 $3.56 Million
Q2 2024

Jul 24, 2024
SELL
$124.75 - $153.46 $69,111 - $85,016
-554 Reduced 2.42%
22,329 $3.36 Million
Q1 2024

May 02, 2024
BUY
$117.5 - $136.59 $193,052 - $224,417
1,643 Added 7.74%
22,883 $3.09 Million
Q4 2023

Feb 06, 2024
BUY
$101.31 - $123.31 $584,153 - $711,005
5,766 Added 37.26%
21,240 $2.61 Million
Q3 2023

Oct 24, 2023
SELL
$103.39 - $113.67 $1.95 Million - $2.15 Million
-18,881 Reduced 54.96%
15,474 $1.62 Million
Q2 2023

Jul 19, 2023
BUY
$88.68 - $109.37 $38,309 - $47,247
432 Added 1.27%
34,355 $3.74 Million
Q1 2023

Apr 14, 2023
BUY
$72.54 - $92.81 $614,051 - $785,636
8,465 Added 33.25%
33,923 $3.15 Million
Q4 2022

Jan 24, 2023
BUY
$71.52 - $81.72 $1.82 Million - $2.08 Million
25,458 New
25,458 $0

Others Institutions Holding IYW

# of Institutions
1,257
Shares Held
86.2M
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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