Wealthspire Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 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 16,088 shares of IYW stock, worth $2.67 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,088
Previous 16,219 0.81%
Holding current value
$2.67 Million
Previous $2.46 Million 4.35%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$148.14 - $166.23 $19,406 - $21,776
-131 Reduced 0.81%
16,088 $2.57 Million
Q3 2024

Nov 13, 2024
SELL
$133.16 - $158.73 $237,424 - $283,015
-1,783 Reduced 9.9%
16,219 $2.46 Million
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
1,228
Shares Held
84.2M
Call Options Held
108K
Put Options Held
19.4K
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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email