Wcg Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 48,103 shares of IYW stock, worth $8.66 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

48,103

Previous 48,103 -0.0%

Holding current value

$8.66 Million

Previous $6.76 Million 0.01%

% of portfolio

0.56%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$140.44 - $166.79 $296,749 - $352,427	-2,113 Reduced 4.21%	48,103 $6.76 Million
Q4 2024 Feb 18, 2025	SELL	$148.14 - $166.23 $158,509 - $177,866	-1,070 Reduced 2.09%	50,216 $8.01 Million
Q3 2024 Nov 13, 2024	BUY	$133.16 - $158.73 $98,671 - $117,618	741 Added 1.47%	51,286 $7.78 Million
Q2 2024 Aug 12, 2024	BUY	$124.75 - $153.46 $186,251 - $229,115	1,493 Added 3.04%	50,545 $7.61 Million
Q1 2024 May 13, 2024	BUY	$117.5 - $136.59 $1.24 Million - $1.45 Million	10,595 Added 27.55%	49,052 $6.62 Million
Q4 2023 Feb 08, 2024	SELL	$101.31 - $123.31 $769,550 - $936,662	-7,596 Reduced 16.49%	38,457 $4.72 Million
Q3 2023 Nov 09, 2023	BUY	$103.39 - $113.67 $1.86 Million - $2.05 Million	18,020 Added 64.28%	46,053 $4.83 Million
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $2.49 Million - $3.07 Million	28,033 New	28,033 $3.05 Million

Others Institutions Holding IYW

# of Institutions

1,253

Shares Held

86.3M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History