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 18,666 shares of IYW stock, worth $2.9 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
18,666
Previous 16,071 16.15%
Holding current value
$2.9 Million
Previous $1.97 Million 42.44%
% of portfolio
2.78%
Previous 2.79%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES DJ US TECH ETF


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