Wr Wealth Planners, LLC Ishares Dj Us Tech ETF Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,792 shares of IYW stock, worth $1.88 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

12,792

Previous 12,570 1.77%

Holding current value

$1.88 Million

Previous $1.7 Million 13.44%

% of portfolio

0.61%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$124.75 - $153.46 $27,694 - $34,068	222 Added 1.77%	12,792 $1.93 Million
Q1 2024 Jul 31, 2024	SELL	$117.5 - $136.59 $127,840 - $148,609	-1,088 Reduced 7.97%	12,570 $1.7 Million
Q4 2023 Jul 30, 2024	BUY	$101.31 - $123.31 $1.38 Million - $1.68 Million	13,658 New	13,658 $1.68 Million
Q3 2023 Aug 01, 2024	SELL	$103.39 - $113.67 $649,392 - $713,961	-6,281 Reduced 32.13%	13,266 $1.39 Billion
Q2 2023 Aug 01, 2024	BUY	$88.68 - $109.37 $599,033 - $738,794	6,755 Added 52.81%	19,547 $2.13 Billion
Q1 2023 Aug 01, 2024	BUY	$72.54 - $92.81 $499,945 - $639,646	6,892 Added 53.88%	19,684 $1.83 Billion

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

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Ishares Dj Us Tech ETF Transaction History