Soa Wealth Advisors, Llc. Ishares Dj Us Tech ETF Transaction History

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

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 1,873 shares of IYW stock, worth $302,864. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,873
Previous 2,507 25.29%
Holding current value
$302,864
Previous $399,000 34.09%
% of portfolio
0.03%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$140.44 - $166.79 $89,038 - $105,744
-634 Reduced 25.29%
1,873 $263,000
Q4 2024

Jan 28, 2025
SELL
$148.14 - $166.23 $55,256 - $62,003
-373 Reduced 12.95%
2,507 $399,000
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

# of Institutions
1,230
Shares Held
87M
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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