Transform Wealth, LLC Ishares Dj Us Tech ETF Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 5,851 shares of IYW stock, worth $938,500. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,851

Previous 6,225 6.01%

Holding current value

$938,500

Previous $943,000 1.06%

% of portfolio

0.05%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$148.14 - $166.23 $55,404 - $62,170	-374 Reduced 6.01%	5,851 $933,000
Q1 2024 Apr 15, 2024	SELL	$117.5 - $136.59 $1,057 - $1,229	-9 Reduced 0.14%	6,225 $840,000
Q4 2023 Jan 18, 2024	SELL	$101.31 - $123.31 $129,170 - $157,220	-1,275 Reduced 16.98%	6,234 $765,000
Q3 2023 Oct 10, 2023	BUY	$103.39 - $113.67 $930 - $1,023	9 Added 0.12%	7,509 $787,000
Q2 2023 Jul 13, 2023	BUY	$88.68 - $109.37 $88 - $109	1 Added 0.01%	7,500 $816,000
Q3 2022 Oct 21, 2022	SELL	$73.37 - $94.5 $25,679 - $33,075	-350 Reduced 4.46%	7,499 $550,000
Q2 2022 Jul 15, 2022	BUY	$77.53 - $105.04 $27,600 - $37,394	356 Added 4.75%	7,849 $628,000
Q1 2022 Apr 25, 2022	SELL	$90.78 - $115.41 $14,343 - $18,234	-158 Reduced 2.07%	7,493 $772,000
Q4 2021 Jan 26, 2022	BUY	$100.11 - $117.09 $2,202 - $2,575	22 Added 0.29%	7,651 $878,000
Q3 2021 Oct 15, 2021	SELL	$98.99 - $108.87 $52,365 - $57,592	-529 Reduced 6.48%	7,629 $773,000
Q2 2021 Jul 20, 2021	SELL	$86.67 - $99.76 $20,974 - $24,141	-242 Reduced 2.88%	8,158 $811,000
Q1 2021 Apr 22, 2021	SELL	$82.45 - $93.1 $1.27 Million - $1.44 Million	-15,463 Reduced 64.8%	8,400 $737,000
Q4 2020 Jan 20, 2021	BUY	$73.15 - $85.83 $1.3 Million - $1.52 Million	17,748 Added 290.24%	23,863 $2.03 Million
Q3 2020 Oct 21, 2020	BUY	$67.71 - $82.47 $146,727 - $178,712	2,167 Added 54.89%	6,115 $1.84 Million
Q2 2020 Jul 22, 2020	SELL	$48.73 - $67.63 $924,213 - $1.28 Million	-18,966 Reduced 82.77%	3,948 $1.07 Million
Q1 2020 Apr 30, 2020	BUY	$45.35 - $65.22 $7,618 - $10,956	168 Added 0.74%	22,914 $4.68 Million
Q4 2019 Jan 24, 2020	SELL	$49.62 - $58.5 $52,845 - $62,302	-1,065 Reduced 4.47%	22,746 $5.29 Million
Q3 2019 Oct 24, 2019	SELL	$48.42 - $52.88 $681,850 - $744,656	-14,082 Reduced 37.16%	23,811 $4.86 Million
Q2 2019 Jul 30, 2019	SELL	$44.72 - $51.35 $175,481 - $201,497	-3,924 Reduced 9.38%	37,893 $7.5 Million
Q1 2019 Apr 12, 2019	BUY	$38.22 - $48.72 $5,006 - $6,382	131 Added 0.31%	41,817 $7.97 Million
Q4 2018 Jan 30, 2019	BUY	$37.1 - $48.75 $267,528 - $351,536	7,211 Added 20.92%	41,686 $6.67 Million
Q3 2018 Oct 25, 2018	BUY	$44.51 - $48.99 $91,646 - $100,870	2,059 Added 6.35%	34,475 $6.69 Million
Q2 2018 Aug 03, 2018	BUY	$40.98 - $46.73 $110,113 - $125,563	2,687 Added 9.04%	32,416 $5.78 Million
Q1 2018 May 03, 2018	BUY	$39.49 - $45.74 $66,698 - $77,254	1,689 Added 6.02%	29,729 $5 Million
Q4 2017 Feb 08, 2018	BUY	$37.53 - $41.67 $69,918 - $77,631	1,863 Added 7.12%	28,040 $4.56 Million
Q3 2017 Oct 19, 2017	BUY	$36.73 - $37.48 $961,481 - $981,113	26,177	26,177 $3.92 Million

Others Institutions Holding IYW

# of Institutions

1,203

Shares Held

83.7M

Call Options Held

76.9K

Put Options Held

34.3K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Transform Wealth, LLC Ishares Dj Us Tech ETF Transaction History