Westwood Wealth Management Ishares Dj Us Tech ETF Transaction History

Westwood Wealth Management

$254 Million
Q3 2024

A detailed history of Westwood Wealth Management transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Westwood Wealth Management holds 11,775 shares of IYW stock, worth $1.83 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

11,775

Previous 12,050 2.28%

Holding current value

$1.83 Million

Previous $1.81 Million 1.54%

% of portfolio

0.7%

Previous 0.73%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$133.16 - $158.73 $36,619 - $43,650	-275 Reduced 2.28%	11,775 $1.79 Million
Q2 2024 Aug 14, 2024	SELL	$124.75 - $153.46 $623 - $767	-5 Reduced 0.04%	12,050 $1.81 Million
Q1 2024 May 01, 2024	SELL	$117.5 - $136.59 $97,525 - $113,369	-830 Reduced 6.44%	12,055 $1.63 Million
Q4 2023 Feb 12, 2024	SELL	$101.31 - $123.31 $1,013 - $1,233	-10 Reduced 0.08%	12,885 $1.58 Million
Q3 2023 Nov 08, 2023	SELL	$103.39 - $113.67 $1,033 - $1,136	-10 Reduced 0.08%	12,895 $1.35 Million
Q2 2023 Jul 26, 2023	SELL	$88.68 - $109.37 $886 - $1,093	-10 Reduced 0.08%	12,905 $1.4 Million
Q1 2023 Apr 25, 2023	SELL	$72.54 - $92.81 $7,254 - $9,281	-100 Reduced 0.77%	12,915 $1.2 Million
Q4 2022 Feb 14, 2023	BUY	$71.52 - $81.72 $4,648 - $5,311	65 Added 0.5%	13,015 $969,000
Q3 2022 Nov 14, 2022	SELL	$73.37 - $94.5 $7,337 - $9,450	-100 Reduced 0.77%	12,950 $950,000
Q2 2022 Aug 05, 2022	SELL	$77.53 - $105.04 $122,497 - $165,963	-1,580 Reduced 10.8%	13,050 $1.04 Million
Q1 2022 May 11, 2022	SELL	$90.78 - $115.41 $612,765 - $779,017	-6,750 Reduced 31.57%	14,630 $1.51 Million
Q4 2021 Feb 14, 2022	BUY	$100.11 - $117.09 $2.14 Million - $2.5 Million	21,380 New	21,380 $2.46 Million

Others Institutions Holding IYW

# of Institutions

1,146

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Westwood Wealth Management Ishares Dj Us Tech ETF Transaction History