A detailed history of Theory Financial LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Theory Financial LLC holds 10,280 shares of IYW stock, worth $1.55 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
10,280
Previous 6,068 69.41%
Holding current value
$1.55 Million
Previous $819,000 88.89%
% of portfolio
0.74%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$124.75 - $153.46 $525,447 - $646,373
4,212 Added 69.41%
10,280 $1.55 Million
Q1 2024

May 13, 2024

BUY
$117.5 - $136.59 $229,477 - $266,760
1,953 Added 47.46%
6,068 $819,000
Q4 2023

Feb 07, 2024

BUY
$101.31 - $123.31 $174,050 - $211,846
1,718 Added 71.67%
4,115 $505,000
Q3 2023

Nov 14, 2023

BUY
$103.39 - $113.67 $247,825 - $272,466
2,397 New
2,397 $251,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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