Wealth Care Investment Partners, LLC Ishares Dj Us Tech ETF Transaction History

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

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 9,076 shares of IYW stock, worth $1.45 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
9,076
Previous 7,391 22.8%
Holding current value
$1.45 Million
Previous $1.11 Million 23.74%
% of portfolio
0.63%
Previous 0.54%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$133.16 - $158.73 $224,374 - $267,460
1,685 Added 22.8%
9,076 $1.38 Million
Q2 2024

Jul 18, 2024
BUY
$124.75 - $153.46 $308,132 - $379,046
2,470 Added 50.19%
7,391 $1.11 Million
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
$73.37 - $94.5 $293 - $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

# of Institutions
1,187
Shares Held
81.4M
Call Options Held
76.9K
Put Options Held
33.6K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Wealth Care Investment Partners, LLC Portfolio

Follow Wealth Care Investment Partners, 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 Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email