Family Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,764 shares of IYW stock, worth $278,588. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,764
Previous 1,799 1.95%
Holding current value
$278,588
Previous $270,000 1.11%
% of portfolio
0.29%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$133.16 - $158.73 $4,660 - $5,555
-35 Reduced 1.95%
1,764 $267,000
Q2 2024

Aug 14, 2024
SELL
$124.75 - $153.46 $8,607 - $10,588
-69 Reduced 3.69%
1,799 $270,000
Q1 2024

Aug 14, 2024
SELL
$117.5 - $136.59 $26,790 - $31,142
-228 Reduced 10.88%
1,868 $252,000
Q4 2023

Feb 14, 2024
BUY
$101.31 - $123.31 $212,345 - $258,457
2,096 New
2,096 $257,000

Others Institutions Holding IYW

# of Institutions
1,238
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
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 Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email