A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 62,988 shares of IYW stock, worth $9.95 Million. This represents 6.94% of its overall portfolio holdings.

Number of Shares
62,988
Previous 63,402 0.65%
Holding current value
$9.95 Million
Previous $9.54 Million 0.08%
% of portfolio
6.94%
Previous 7.27%

Shares

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

Oct 24, 2024

SELL
$133.16 - $158.73 $55,128 - $65,714
-414 Reduced 0.65%
62,988 $9.55 Million
Q2 2024

Jul 15, 2024

SELL
$124.75 - $153.46 $130,239 - $160,212
-1,044 Reduced 1.62%
63,402 $9.54 Million
Q1 2024

Apr 26, 2024

BUY
$117.5 - $136.59 $60,747 - $70,617
517 Added 0.81%
64,446 $8.7 Million
Q4 2023

Jan 19, 2024

SELL
$101.31 - $123.31 $43,563 - $53,023
-430 Reduced 0.67%
63,929 $7.85 Million
Q3 2023

Oct 23, 2023

SELL
$103.39 - $113.67 $419,453 - $461,159
-4,057 Reduced 5.93%
64,359 $6.75 Million
Q2 2023

Jul 24, 2023

SELL
$88.68 - $109.37 $428,235 - $528,147
-4,829 Reduced 6.59%
68,416 $7.45 Million
Q1 2023

May 02, 2023

SELL
$72.54 - $92.81 $626,527 - $801,599
-8,637 Reduced 10.55%
73,245 $6.8 Million
Q4 2022

Feb 03, 2023

SELL
$71.52 - $81.72 $102,845 - $117,513
-1,438 Reduced 1.73%
81,882 $6.1 Million
Q3 2022

Nov 01, 2022

BUY
$73.37 - $94.5 $87,677 - $112,927
1,195 Added 1.46%
83,320 $6.11 Million
Q2 2022

Jul 22, 2022

SELL
$77.53 - $105.04 $67,063 - $90,859
-865 Reduced 1.04%
82,125 $6.57 Million
Q1 2022

May 10, 2022

BUY
$90.78 - $115.41 $37,038 - $47,087
408 Added 0.49%
82,990 $8.55 Million
Q4 2021

Jan 19, 2022

SELL
$100.11 - $117.09 $46,350 - $54,212
-463 Reduced 0.56%
82,582 $9.48 Million
Q3 2021

Oct 20, 2021

BUY
$98.99 - $108.87 $107,701 - $118,450
1,088 Added 1.33%
83,045 $8.41 Million
Q2 2021

Jul 29, 2021

BUY
$86.67 - $99.76 $33,887 - $39,006
391 Added 0.48%
81,957 $8.15 Million
Q1 2021

May 14, 2021

BUY
$82.45 - $93.1 $186,172 - $210,219
2,258 Added 2.85%
81,566 $7.15 Million
Q4 2020

Feb 16, 2021

BUY
$73.15 - $85.83 $5.8 Million - $6.81 Million
79,308 New
79,308 $6.75 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Signature Wealth Management Partners, LLC Portfolio

Follow Signature Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.