A detailed history of Widmann Financial Services, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 2,026 shares of IYW stock, worth $306,310. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,026
Previous 2,026 -0.0%
Holding current value
$306,310
Previous $273,000 11.36%
% of portfolio
0.25%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$117.5 - $136.59 $3,055 - $3,551
26 Added 1.3%
2,026 $273,000
Q2 2023

Aug 04, 2023

BUY
$88.68 - $109.37 $177,360 - $218,740
2,000 New
2,000 $217,000
Q2 2022

Aug 01, 2022

SELL
$77.53 - $105.04 $155,060 - $210,080
-2,000 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$100.11 - $117.09 $200,220 - $234,180
2,000 New
2,000 $229,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Widmann Financial Services, Inc. Portfolio

Follow Widmann Financial Services, Inc. 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 Widmann Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Widmann Financial Services, Inc. with notifications on news.