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

Spectrum Planning & Advisory Services Inc.

$104 Million
Q1 2025

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 20,748 shares of IYW stock, worth $3.35 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

20,748

Previous 17,828 16.38%

Holding current value

$3.35 Million

Previous $2.84 Million 2.46%

% of portfolio

2.8%

Previous 2.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$140.44 - $166.79 $410,084 - $487,026	2,920 Added 16.38%	20,748 $2.91 Million
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

1,230

Shares Held

87M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

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