A detailed history of Waddell & Associates, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Waddell & Associates, LLC holds 13,098 shares of IYW stock, worth $2.12 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,098
Previous 13,098 -0.0%
Holding current value
$2.12 Million
Previous $1.97 Million 0.71%
% of portfolio
0.24%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$124.75 - $153.46 $998 - $1,227
8 Added 0.06%
13,098 $1.97 Million
Q4 2023

Feb 14, 2024

BUY
$101.31 - $123.31 $683,234 - $831,602
6,744 Added 106.27%
13,090 $1.61 Million
Q3 2023

Nov 07, 2023

BUY
$103.39 - $113.67 $239,761 - $263,600
2,319 Added 57.59%
6,346 $665,000
Q2 2023

Aug 07, 2023

BUY
$88.68 - $109.37 $357,114 - $440,432
4,027 New
4,027 $438,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Waddell & Associates, LLC Portfolio

Follow Waddell & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waddell & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waddell & Associates, LLC with notifications on news.