Wells Financial Advisors Inc Ishares Dj Us Tech ETF Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,295 shares of IYW stock, worth $254,441. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,295
Previous 1,295 -0.0%
Holding current value
$254,441
Previous $224,000 12.95%
% of portfolio
0.35%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$122.57 - $173.27 $33,093 - $46,782
270 Added 26.34%
1,295 $224,000
Q4 2024

Feb 11, 2025
BUY
$148.14 - $166.23 $132,289 - $148,443
893 Added 676.52%
1,025 $163,000
Q3 2024

Nov 13, 2024
SELL
$133.16 - $158.73 $609,340 - $726,348
-4,576 Reduced 97.2%
132 $20,000
Q2 2024

Aug 09, 2024
BUY
$124.75 - $153.46 $587,323 - $722,489
4,708 New
4,708 $708,000

Others Institutions Holding IYW

# of Institutions
1,334
Shares Held
86M
Call Options Held
281K
Put Options Held
235K
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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