Vertex Planning Partners, LLC Ishares Dj Us Tech ETF Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 15,868 shares of IYW stock, worth $2.88 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

15,868

Previous 14,777 7.38%

Holding current value

$2.88 Million

Previous $2.36 Billion 5.46%

% of portfolio

0.49%

Previous 0.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$140.44 - $166.79 $153,220 - $181,967	1,091 Added 7.38%	15,868 $2.23 Billion
Q4 2024 Feb 12, 2025	BUY	$148.14 - $166.23 $91,550 - $102,730	618 Added 4.36%	14,777 $2.36 Billion
Q3 2024 Nov 07, 2024	SELL	$133.16 - $158.73 $32,890 - $39,206	-247 Reduced 1.71%	14,159 $2.15 Billion
Q2 2024 Aug 13, 2024	BUY	$124.75 - $153.46 $42,040 - $51,716	337 Added 2.4%	14,406 $2.17 Billion
Q1 2024 May 13, 2024	BUY	$117.5 - $136.59 $160,387 - $186,445	1,365 Added 10.74%	14,069 $1.9 Billion
Q4 2023 Feb 14, 2024	BUY	$101.31 - $123.31 $191,982 - $233,672	1,895 Added 17.53%	12,704 $1.56 Billion
Q3 2023 Nov 14, 2023	SELL	$103.39 - $113.67 $389,056 - $427,740	-3,763 Reduced 25.82%	10,809 $1.13 Billion
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $73,427 - $90,558	828 Added 6.02%	14,572 $1.59 Billion
Q1 2023 May 16, 2023	BUY	$72.54 - $92.81 $154,437 - $197,592	2,129 Added 18.33%	13,744 $1.28 Billion
Q4 2022 Feb 06, 2023	BUY	$71.52 - $81.72 $830,704 - $949,177	11,615 New	11,615 $865 Million

Others Institutions Holding IYW

# of Institutions

1,257

Shares Held

86.2M

Call Options Held

339K

Put Options Held

144K

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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Ishares Dj Us Tech ETF Transaction History