A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 4,921 shares of IYW stock, worth $761,524. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,921
Previous 2,359 108.61%
Holding current value
$761,524
Previous $289,000 129.76%
% of portfolio
0.34%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$117.5 - $136.59 $301,035 - $349,943
2,562 Added 108.61%
4,921 $664,000
Q4 2023

Jan 18, 2024

BUY
$101.31 - $123.31 $25,530 - $31,074
252 Added 11.96%
2,359 $289,000
Q2 2023

Jul 13, 2023

SELL
$88.68 - $109.37 $9,932 - $12,249
-112 Reduced 5.05%
2,107 $229,000
Q1 2023

Apr 10, 2023

BUY
$72.54 - $92.81 $160,966 - $205,945
2,219 New
2,219 $205,000
Q3 2022

Oct 17, 2022

BUY
$76.21 - $94.5 $304 - $378
4 Added 0.14%
2,945 $216,000
Q2 2022

Jul 18, 2022

SELL
$77.53 - $105.04 $2,248 - $3,046
-29 Reduced 0.98%
2,941 $235,000
Q1 2022

Apr 14, 2022

SELL
$90.78 - $115.41 $53,560 - $68,091
-590 Reduced 16.57%
2,970 $288,000
Q4 2021

Feb 07, 2022

BUY
$100.11 - $117.09 $356,391 - $416,840
3,560 New
3,560 $409,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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