Source Financial Advisors LLC Ishares Dj Us Tech ETF Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 8,460 shares of IYW stock, worth $1.31 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,460
Previous 7,822 8.16%
Holding current value
$1.31 Million
Previous $1.18 Million 8.92%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Nov 01, 2024
BUY
$133.16 - $158.73 $84,956 - $101,269
638 Added 8.16%
8,460 $1.28 Million
Q2 2024

Jul 17, 2024
SELL
$124.75 - $153.46 $5,114 - $6,291
-41 Reduced 0.52%
7,822 $1.18 Million
Q1 2024

May 01, 2024
SELL
$117.5 - $136.59 $409,605 - $476,152
-3,486 Reduced 30.72%
7,863 $1.06 Million
Q4 2023

Jan 11, 2024
SELL
$101.31 - $123.31 $8,915 - $10,851
-88 Reduced 0.77%
11,349 $1.39 Million
Q3 2023

Oct 26, 2023
BUY
$103.39 - $113.67 $8,994 - $9,889
87 Added 0.77%
11,437 $1.2 Million
Q2 2023

Jul 24, 2023
BUY
$88.68 - $109.37 $10,996 - $13,561
124 Added 1.1%
11,350 $1.24 Million
Q1 2023

Apr 20, 2023
SELL
$72.54 - $92.81 $1.99 Million - $2.55 Million
-27,422 Reduced 70.95%
11,226 $1.04 Million
Q4 2022

Jan 31, 2023
SELL
$71.52 - $81.72 $515,301 - $588,792
-7,205 Reduced 15.71%
38,648 $2.88 Million
Q3 2022

Nov 14, 2022
BUY
$73.37 - $94.5 $959,606 - $1.24 Million
13,079 Added 39.91%
45,853 $3.36 Million
Q2 2022

Aug 15, 2022
BUY
$77.53 - $105.04 $823,291 - $1.12 Million
10,619 Added 47.93%
32,774 $2.62 Million
Q1 2022

May 16, 2022
BUY
$90.78 - $115.41 $2,087 - $2,654
23 Added 0.1%
22,155 $2.28 Million
Q4 2021

Feb 14, 2022
BUY
$100.11 - $117.09 $105,616 - $123,529
1,055 Added 5.01%
22,132 $2.54 Million
Q3 2021

Nov 15, 2021
SELL
$98.99 - $108.87 $29,697 - $32,661
-300 Reduced 1.4%
21,077 $2.13 Million
Q2 2021

Aug 16, 2021
BUY
$86.67 - $99.76 $70,549 - $81,204
814 Added 3.96%
21,377 $2.13 Million
Q1 2021

May 17, 2021
SELL
$82.45 - $93.1 $58,786 - $66,380
-713 Reduced 3.35%
20,563 $1.8 Million
Q4 2020

Feb 16, 2021
BUY
$73.15 - $85.83 $1.56 Million - $1.83 Million
21,276 New
21,276 $1.81 Million

Others Institutions Holding IYW

# of Institutions
1,240
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
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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