Steel Peak Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 76,463 shares of IYW stock, worth $12.1 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

76,463

Previous 86,776 11.88%

Holding current value

$12.1 Million

Previous $13.1 Million 11.23%

% of portfolio

0.52%

Previous 0.61%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$133.16 - $158.73 $1.37 Million - $1.64 Million	-10,313 Reduced 11.88%	76,463 $11.6 Million
Q2 2024 Jul 16, 2024	BUY	$124.75 - $153.46 $488,521 - $600,949	3,916 Added 4.73%	86,776 $13.1 Million
Q1 2024 Apr 17, 2024	BUY	$117.5 - $136.59 $1.54 Million - $1.79 Million	13,124 Added 18.82%	82,860 $11.2 Million
Q4 2023 Jan 23, 2024	BUY	$101.31 - $123.31 $2.27 Million - $2.76 Million	22,395 Added 47.31%	69,736 $8.56 Million
Q3 2023 Nov 02, 2023	SELL	$103.39 - $113.67 $4.81 Million - $5.29 Million	-46,517 Reduced 49.56%	47,341 $4.97 Million
Q2 2023 Aug 02, 2023	SELL	$88.68 - $109.37 $13,390 - $16,514	-151 Reduced 0.16%	93,858 $10.2 Million
Q1 2023 May 05, 2023	BUY	$72.54 - $92.81 $2.86 Million - $3.66 Million	39,461 Added 72.34%	94,009 $8.72 Million
Q4 2022 Jan 25, 2023	SELL	$71.52 - $81.72 $3.51 Million - $4.01 Million	-49,035 Reduced 47.34%	54,548 $0
Q3 2022 Oct 26, 2022	BUY	$73.37 - $94.5 $7.41 Million - $9.54 Million	100,991 Added 3896.26%	103,583 $7.6 Million
Q2 2022 Aug 02, 2022	SELL	$77.53 - $105.04 $13.9 Million - $18.8 Million	-179,385 Reduced 98.58%	2,592 $207,000
Q1 2022 May 10, 2022	BUY	$90.78 - $115.41 $16.5 Million - $21 Million	181,977 New	181,977 $18.8 Million

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Steel Peak Wealth Management LLC Ishares Dj Us Tech ETF Transaction History