Theory Financial LLC Ishares Dj Us Tech ETF Transaction History

Theory Financial LLC

  • $232 Million
  • Q4 2024

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 10,209 shares of IYW stock, worth $1.65 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
10,209
Previous 10,186 0.23%
Holding current value
$1.65 Million
Previous $1.54 Million 5.44%
% of portfolio
0.7%
Previous 0.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$148.14 - $166.23 $3,407 - $3,823
23 Added 0.23%
10,209 $1.63 Million
Q3 2024

Nov 07, 2024
SELL
$133.16 - $158.73 $12,517 - $14,920
-94 Reduced 0.91%
10,186 $1.54 Million
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

# of Institutions
1,236
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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