Wealthspire Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 18,002 shares of IYW stock, worth $2.79 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,002
Previous 20,135 10.59%
Holding current value
$2.79 Million
Previous $2.72 Million 0.37%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 08, 2024
SELL
$124.75 - $153.46 $266,091 - $327,330
-2,133 Reduced 10.59%
18,002 $2.71 Million
Q1 2024

May 06, 2024
SELL
$117.5 - $136.59 $79,077 - $91,925
-673 Reduced 3.23%
20,135 $2.72 Million
Q4 2023

Feb 06, 2024
SELL
$101.31 - $123.31 $16,817 - $20,469
-166 Reduced 0.79%
20,808 $2.55 Million
Q3 2023

Nov 06, 2023
BUY
$103.39 - $113.67 $291,973 - $321,004
2,824 Added 15.56%
20,974 $2.2 Million
Q2 2023

Jul 31, 2023
SELL
$88.68 - $109.37 $28,909 - $35,654
-326 Reduced 1.76%
18,150 $1.98 Million
Q1 2023

May 09, 2023
SELL
$72.54 - $92.81 $43,524 - $55,686
-600 Reduced 3.15%
18,476 $1.71 Million
Q4 2022

Feb 13, 2023
BUY
$71.52 - $81.72 $286,080 - $326,880
4,000 Added 26.53%
19,076 $1.42 Million
Q3 2022

Nov 14, 2022
BUY
$73.37 - $94.5 $516,965 - $665,847
7,046 Added 87.75%
15,076 $1.11 Million
Q2 2022

Aug 09, 2022
BUY
$77.53 - $105.04 $337,100 - $456,713
4,348 Added 118.09%
8,030 $642,000
Q1 2022

May 09, 2022
BUY
$90.78 - $115.41 $334,251 - $424,939
3,682 New
3,682 $379,000
Q4 2021

Feb 14, 2022
SELL
$100.11 - $117.09 $430,272 - $503,252
-4,298 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$98.99 - $108.87 $425,459 - $467,923
4,298 New
4,298 $435,000
Q2 2021

Aug 13, 2021
SELL
$86.67 - $99.76 $275,957 - $317,635
-3,184 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$82.45 - $93.1 $262,520 - $296,430
3,184 New
3,184 $279,000

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
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