Wespac Advisors So Cal, LLC Ishares Dj Us Tech ETF Transaction History

Wespac Advisors So Cal, LLC

  • $390 Million
  • Q2 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 3,010 shares of IYW stock, worth $445,901. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,010
Previous 3,010 -0.0%
Holding current value
$445,901
Previous $406,000 11.58%
% of portfolio
0.12%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
BUY
$101.31 - $123.31 $1,013 - $1,233
10 Added 0.33%
3,010 $369,000
Q4 2022

Jan 25, 2023
SELL
$71.52 - $81.72 $214,560 - $245,160
-3,000 Reduced 50.0%
3,000 $0
Q3 2022

Nov 10, 2022
SELL
$73.37 - $94.5 $123,261 - $158,760
-1,680 Reduced 21.88%
6,000 $458,000
Q4 2021

Feb 03, 2022
SELL
$100.11 - $117.09 $2.03 Million - $2.37 Million
-20,244 Reduced 72.5%
7,680 $813,000
Q4 2021

Feb 02, 2022
BUY
$100.11 - $117.09 $2.03 Million - $2.37 Million
20,244 Added 263.59%
27,924 $6.53 Million
Q3 2021

Oct 14, 2021
BUY
$98.99 - $108.87 $760,243 - $836,121
7,680 New
7,680 $781,000

Others Institutions Holding IYW

# of Institutions
1,103
Shares Held
82.5M
Call Options Held
104K
Put Options Held
83.7K
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 Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email