Spectrum Planning & Advisory Services Inc. Ishares Dj Us Tech ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$113 Million
Q4 2024

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 17,828 shares of IYW stock, worth $2.76 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

17,828

Previous 18,761 4.97%

Holding current value

$2.76 Million

Previous $2.84 Million 0.04%

% of portfolio

2.52%

Previous 2.82%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$148.14 - $166.23 $138,214 - $155,092	-933 Reduced 4.97%	17,828 $2.84 Million
Q3 2024 Nov 08, 2024	BUY	$133.16 - $158.73 $12,650 - $15,079	95 Added 0.51%	18,761 $2.84 Million
Q2 2024 Jul 18, 2024	BUY	$124.75 - $153.46 $323,726 - $398,228	2,595 Added 16.15%	18,666 $2.81 Million
Q4 2023 Jan 18, 2024	BUY	$101.31 - $123.31 $228,454 - $278,064	2,255 Added 16.32%	16,071 $1.97 Million
Q3 2023 Oct 24, 2023	SELL	$103.39 - $113.67 $1.31 Million - $1.44 Million	-12,660 Reduced 47.82%	13,816 $1.45 Million
Q2 2023 Jul 24, 2023	BUY	$88.68 - $109.37 $32,102 - $39,591	362 Added 1.39%	26,476 $2.88 Million
Q1 2023 Apr 18, 2023	BUY	$72.54 - $92.81 $955,569 - $1.22 Million	13,173 Added 101.79%	26,114 $2.42 Million
Q4 2022 Jan 19, 2023	BUY	$71.52 - $81.72 $925,540 - $1.06 Million	12,941 New	12,941 $0
Q2 2022 Jul 15, 2022	SELL	$77.53 - $105.04 $909,271 - $1.23 Million	-11,728 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$90.78 - $115.41 $185,372 - $235,667	-2,042 Reduced 14.83%	11,728 $1.21 Million
Q4 2021 Jan 19, 2022	SELL	$100.11 - $117.09 $516,767 - $604,418	-5,162 Reduced 27.27%	13,770 $1.58 Million
Q3 2021 Oct 13, 2021	BUY	$98.99 - $108.87 $1.87 Million - $2.06 Million	18,932 New	18,932 $1.92 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

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 Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Account

Spectrum Planning & Advisory Services Inc. Ishares Dj Us Tech ETF Transaction History