Twin Peaks Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 13,094 shares of IYW stock, worth $2.59 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

13,094

Previous 13,794 5.07%

Holding current value

$2.59 Million

Previous $1.89 Billion 28.59%

% of portfolio

0.79%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$122.57 - $173.27 $85,799 - $121,289	-700 Reduced 5.07%	13,094 $2.43 Billion
Q1 2025 Apr 16, 2025	BUY	$140.44 - $166.79 $264,869 - $314,565	1,886 Added 15.84%	13,794 $1.89 Billion
Q4 2024 Feb 04, 2025	BUY	$148.14 - $166.23 $87,995 - $98,740	594 Added 5.25%	11,908 $1.9 Billion
Q3 2024 Oct 25, 2024	BUY	$133.16 - $158.73 $93,345 - $111,269	701 Added 6.61%	11,314 $1.72 Billion
Q2 2024 Jul 31, 2024	BUY	$124.75 - $153.46 $234,031 - $287,890	1,876 Added 21.47%	10,613 $1.6 Billion
Q1 2024 Apr 23, 2024	BUY	$117.5 - $136.59 $260,380 - $302,683	2,216 Added 33.98%	8,737 $1.18 Billion
Q4 2023 Jan 17, 2024	BUY	$101.31 - $123.31 $660,642 - $804,104	6,521 New	6,521 $800 Million

Others Institutions Holding IYW

# of Institutions

1,311

Shares Held

88.9M

Call Options Held

281K

Put Options Held

235K

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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Account

Twin Peaks Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History