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

Wespac Advisors So Cal, LLC

$435 Million
Q4 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 2,710 shares of IYW stock, worth $424,115. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,710

Previous 2,710 -0.0%

Holding current value

$424,115

Previous $410,000 5.37%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$133.16 - $158.73 $39,948 - $47,619	-300 Reduced 9.97%	2,710 $410,000
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

1,237

Shares Held

84.2M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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