Trek Financial, LLC Ishares Dj Us Tech ETF Transaction History

Trek Financial, LLC

  • $1.29 Billion
  • Q1 2025

A detailed history of Trek Financial, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Trek Financial, LLC holds 61,527 shares of IYW stock, worth $9.64 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
61,527
Previous 29,792 106.52%
Holding current value
$9.64 Million
Previous $4.75 Million 81.82%
% of portfolio
0.67%
Previous 0.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$140.44 - $166.79 $4.46 Million - $5.29 Million
31,735 Added 106.52%
61,527 $8.64 Million
Q4 2024

Feb 13, 2025
SELL
$148.14 - $166.23 $4.07 Million - $4.57 Million
-27,462 Reduced 47.97%
29,792 $4.75 Million
Q3 2024

Nov 14, 2024
BUY
$133.16 - $158.73 $3.4 Million - $4.05 Million
25,531 Added 80.48%
57,254 $8.68 Million
Q2 2024

Aug 12, 2024
SELL
$124.75 - $153.46 $177,269 - $218,066
-1,421 Reduced 4.29%
31,723 $4.77 Million
Q1 2024

May 14, 2024
SELL
$117.5 - $136.59 $2.28 Million - $2.65 Million
-19,415 Reduced 36.94%
33,144 $4.48 Million
Q4 2023

Feb 08, 2024
BUY
$101.31 - $123.31 $2.87 Million - $3.5 Million
28,362 Added 117.21%
52,559 $6.45 Million
Q3 2023

Nov 14, 2023
SELL
$103.39 - $113.67 $5.86 Million - $6.45 Million
-56,719 Reduced 70.1%
24,197 $2.54 Million
Q2 2023

Aug 11, 2023
BUY
$88.68 - $109.37 $2.51 Million - $3.09 Million
28,273 Added 53.71%
80,916 $8.81 Million
Q1 2023

May 12, 2023
BUY
$72.54 - $92.81 $1.12 Million - $1.43 Million
15,404 Added 41.37%
52,643 $4.89 Million
Q4 2022

Feb 13, 2023
BUY
$71.52 - $81.72 $2.66 Million - $3.04 Million
37,239 New
37,239 $2.77 Million

Others Institutions Holding IYW

# of Institutions
1,230
Shares Held
87M
Call Options Held
339K
Put Options Held
144K
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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