Wealth Plan Partners, LLC Ishares Dj Us Tech ETF Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,891 shares of IYW stock, worth $940,615. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,891

Previous 6,803 13.41%

Holding current value

$940,615

Previous $1.03 Billion 8.89%

% of portfolio

0.13%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$148.14 - $166.23 $135,103 - $151,601	-912 Reduced 13.41%	5,891 $940 Million
Q3 2024 Nov 05, 2024	SELL	$133.16 - $158.73 $86,953 - $103,650	-653 Reduced 8.76%	6,803 $1.03 Billion
Q2 2024 Aug 09, 2024	BUY	$124.75 - $153.46 $21,207 - $26,088	170 Added 2.33%	7,456 $1.12 Billion
Q1 2024 May 07, 2024	BUY	$117.5 - $136.59 $5,405 - $6,283	46 Added 0.64%	7,286 $984 Million
Q4 2023 Jan 05, 2024	BUY	$101.31 - $123.31 $353,774 - $430,598	3,492 Added 93.17%	7,240 $889 Million
Q3 2023 Nov 01, 2023	SELL	$103.39 - $113.67 $255,269 - $280,651	-2,469 Reduced 39.71%	3,748 $393 Million
Q2 2023 Jul 31, 2023	SELL	$88.68 - $109.37 $223,917 - $276,159	-2,525 Reduced 28.88%	6,217 $677 Million
Q1 2023 May 10, 2023	BUY	$72.54 - $92.81 $97,856 - $125,200	1,349 Added 18.25%	8,742 $811 Million
Q4 2022 Feb 16, 2023	BUY	$71.52 - $81.72 $227,862 - $260,359	3,186 Added 75.73%	7,393 $647 Million
Q1 2022 May 03, 2022	SELL	$90.78 - $115.41 $16,794 - $21,350	-185 Reduced 4.21%	4,207 $377,000
Q4 2021 Feb 01, 2022	SELL	$100.11 - $117.09 $22,324 - $26,111	-223 Reduced 4.83%	4,392 $462,000
Q3 2021 Dec 09, 2021	BUY	$98.99 - $108.87 $185,111 - $203,586	1,870 Added 68.12%	4,615 $467,000
Q2 2021 Aug 19, 2021	BUY	$86.67 - $99.76 $237,909 - $273,841	2,745 New	2,745 $284,000
Q3 2018 Nov 21, 2018	SELL	$44.51 - $48.99 $53,857 - $59,277	-1,210 Closed	0 $0
Q1 2018 May 16, 2018	BUY	$39.49 - $45.74 $47,782 - $55,345	1,210 New	1,210 $204,000

Others Institutions Holding IYW

# of Institutions

1,187

Shares Held

81.4M

Call Options Held

76.9K

Put Options Held

33.6K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Wealth Plan Partners, LLC Ishares Dj Us Tech ETF Transaction History