A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,880 shares of IYW stock, worth $446,975. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,880
Previous 2,879 0.03%
Holding current value
$446,975
Previous $433,000 0.69%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 08, 2024

BUY
$133.16 - $158.73 $133 - $158
1 Added 0.03%
2,880 $436,000
Q2 2024

Jul 17, 2024

SELL
$124.75 - $153.46 $23,453 - $28,850
-188 Reduced 6.13%
2,879 $433,000
Q1 2024

Apr 10, 2024

BUY
$117.5 - $136.59 $117 - $136
1 Added 0.03%
3,067 $414,000
Q4 2023

Jan 10, 2024

BUY
$101.31 - $123.31 $303 - $369
3 Added 0.1%
3,066 $376,000
Q2 2023

Jul 07, 2023

BUY
$88.68 - $109.37 $88 - $109
1 Added 0.03%
3,063 $333,000
Q1 2023

Apr 28, 2023

BUY
$72.54 - $92.81 $1,305 - $1,670
18 Added 0.59%
3,062 $284,000
Q4 2022

Jan 10, 2023

BUY
$71.52 - $81.72 $429 - $490
6 Added 0.2%
3,044 $0
Q2 2022

Jul 13, 2022

SELL
$77.53 - $105.04 $22,561 - $30,566
-291 Reduced 8.74%
3,038 $242,000
Q1 2022

Apr 07, 2022

BUY
$90.78 - $115.41 $90 - $115
1 Added 0.03%
3,329 $343,000
Q4 2021

Jan 13, 2022

BUY
$100.11 - $117.09 $400 - $468
4 Added 0.12%
3,328 $384,000
Q2 2021

Jul 14, 2021

BUY
$86.67 - $99.76 $260 - $299
3 Added 0.09%
3,324 $330,000
Q4 2020

Mar 10, 2021

BUY
$73.15 - $85.83 $242,931 - $285,041
3,321 New
3,321 $304,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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