Simplicity Wealth,Llc Ishares Dj Us Tech ETF Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 14,538 shares of IYW stock, worth $2.29 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,538

Previous 71,922 79.79%

Holding current value

$2.29 Million

Previous $10.8 Million 79.64%

% of portfolio

0.21%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$133.16 - $158.73 $7.64 Million - $9.11 Million	-57,384 Reduced 79.79%	14,538 $2.2 Million
Q2 2024 Jul 10, 2024	SELL	$124.75 - $153.46 $1.42 Million - $1.75 Million	-11,398 Reduced 13.68%	71,922 $10.8 Million
Q1 2024 Apr 24, 2024	BUY	$117.5 - $136.59 $8.36 Million - $9.72 Million	71,147 Added 584.47%	83,320 $11.3 Million
Q4 2023 Jan 29, 2024	BUY	$101.31 - $123.31 $566,018 - $688,932	5,587 Added 84.83%	12,173 $1.49 Million
Q3 2023 Oct 19, 2023	SELL	$103.39 - $113.67 $446,748 - $491,168	-4,321 Reduced 39.62%	6,586 $691,000
Q2 2023 Jul 26, 2023	BUY	$88.68 - $109.37 $55,691 - $68,684	628 Added 6.11%	10,907 $1.19 Million
Q1 2023 Apr 27, 2023	BUY	$72.54 - $92.81 $360,668 - $461,451	4,972 Added 93.69%	10,279 $953,000
Q4 2022 Feb 15, 2023	BUY	$71.52 - $81.72 $379,556 - $433,688	5,307 New	5,307 $395,000

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Ishares Dj Us Tech ETF Transaction History