Wealth Plan Partners, LLC Ishares Dj Us Tech ETF Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,456 shares of IYW stock, worth $1.16 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,456
Previous 7,286 2.33%
Holding current value
$1.16 Million
Previous $984 Million 14.03%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Aug 09, 2024
BUY
$124.75 - $153.46 $21,207 - $26,088
170 Added 2.33%
7,456 $1.12 Billion
Q1 2024

May 07, 2024
BUY
$117.5 - $136.59 $5,405 - $6,283
46 Added 0.64%
7,286 $984 Million
Q4 2023

Jan 05, 2024
BUY
$101.31 - $123.31 $353,774 - $430,598
3,492 Added 93.17%
7,240 $889 Million
Q3 2023

Nov 01, 2023
SELL
$103.39 - $113.67 $255,269 - $280,651
-2,469 Reduced 39.71%
3,748 $393 Million
Q2 2023

Jul 31, 2023
SELL
$88.68 - $109.37 $223,917 - $276,159
-2,525 Reduced 28.88%
6,217 $677 Million
Q1 2023

May 10, 2023
BUY
$72.54 - $92.81 $97,856 - $125,200
1,349 Added 18.25%
8,742 $811 Million
Q4 2022

Feb 16, 2023
BUY
$71.52 - $81.72 $227,862 - $260,359
3,186 Added 75.73%
7,393 $647 Million
Q1 2022

May 03, 2022
SELL
$90.78 - $115.41 $16,794 - $21,350
-185 Reduced 4.21%
4,207 $377,000
Q4 2021

Feb 01, 2022
SELL
$100.11 - $117.09 $22,324 - $26,111
-223 Reduced 4.83%
4,392 $462,000
Q3 2021

Dec 09, 2021
BUY
$98.99 - $108.87 $185,111 - $203,586
1,870 Added 68.12%
4,615 $467,000
Q2 2021

Aug 19, 2021
BUY
$86.67 - $99.76 $237,909 - $273,841
2,745 New
2,745 $284,000
Q3 2018

Nov 21, 2018
SELL
$44.51 - $48.99 $53,857 - $59,277
-1,210 Closed
0 $0
Q1 2018

May 16, 2018
BUY
$39.49 - $45.74 $47,782 - $55,345
1,210 New
1,210 $204,000

Others Institutions Holding IYW

# of Institutions
1,103
Shares Held
82.4M
Call Options Held
104K
Put Options Held
83.3K
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 Plan Partners, LLC Portfolio

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email