Tradition Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 21,406 shares of IYW stock, worth $3.13 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

21,406

Previous 22,196 3.56%

Holding current value

$3.13 Million

Previous $3.37 Million 1.46%

% of portfolio

0.32%

Previous 0.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$148.14 - $166.23 $117,030 - $131,321	-790 Reduced 3.56%	21,406 $3.41 Million
Q3 2024 Nov 14, 2024	SELL	$133.16 - $158.73 $148,739 - $177,301	-1,117 Reduced 4.79%	22,196 $3.37 Million
Q2 2024 Aug 12, 2024	BUY	$124.75 - $153.46 $598,051 - $735,687	4,794 Added 25.89%	23,313 $3.51 Million
Q1 2024 May 13, 2024	SELL	$117.5 - $136.59 $2,702 - $3,141	-23 Reduced 0.12%	18,519 $2.5 Million
Q4 2023 Feb 12, 2024	BUY	$101.31 - $123.31 $466,026 - $567,226	4,600 Added 32.99%	18,542 $2.28 Million
Q3 2023 Nov 13, 2023	SELL	$103.39 - $113.67 $1.27 Million - $1.4 Million	-12,276 Reduced 46.82%	13,942 $1.46 Million
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $19,686 - $24,280	222 Added 0.85%	26,218 $2.85 Million
Q1 2023 May 11, 2023	BUY	$72.54 - $92.81 $427,840 - $547,393	5,898 Added 29.35%	25,996 $2.41 Million
Q4 2022 Feb 03, 2023	BUY	$71.52 - $81.72 $1.27 Million - $1.45 Million	17,780 Added 767.04%	20,098 $1.5 Million
Q2 2022 Aug 02, 2022	SELL	$77.53 - $105.04 $20,467 - $27,730	-264 Reduced 10.22%	2,318 $185,000
Q4 2021 Feb 14, 2022	BUY	$100.11 - $117.09 $100 - $117	1 Added 0.04%	2,582 $296,000
Q2 2021 Aug 09, 2021	BUY	$86.67 - $99.76 $86 - $99	1 Added 0.04%	2,581 $257,000
Q4 2020 Feb 16, 2021	BUY	$73.15 - $85.83 $188,727 - $221,441	2,580 New	2,580 $220,000

Others Institutions Holding IYW

# of Institutions

1,248

Shares Held

84.4M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Account

Tradition Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History