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

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

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 23,475 shares of IYW stock, worth $3.71 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

23,475

Previous 22,329 5.13%

Holding current value

$3.71 Million

Previous $3.36 Million 5.92%

% of portfolio

1.76%

Previous 1.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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