Wmg Financial Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,208 shares of IYW stock, worth $232,902. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,208
Holding current value
$232,902
% of portfolio
0.08%

Shares

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

Jul 24, 2025
BUY
$122.57 - $173.27 $148,064 - $209,310
1,208 New
1,208 $209,000
Q2 2022

Aug 08, 2022
SELL
$77.53 - $105.04 $168,627 - $228,462
-2,175 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$90.78 - $115.41 $22,150 - $28,160
-244 Reduced 10.09%
2,175 $224,000
Q4 2021

Feb 14, 2022
BUY
$100.11 - $117.09 $242,166 - $283,240
2,419 New
2,419 $276,000

Others Institutions Holding IYW

# of Institutions
1,316
Shares Held
88.8M
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
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email