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 6,225 shares of IYW stock, worth $944,394. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,225
Previous 6,225 -0.0%
Holding current value
$944,394
Previous $936,000 0.75%
% of portfolio
0.06%
Previous 0.07%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES DJ US TECH ETF


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