Cassaday & CO Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $4.32 Billion
  • Q3 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,992 shares of IYW stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,992
Previous 5,700 5.12%
Holding current value
$1.19 Million
Previous $987,000 18.84%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$171.38 - $197.01 $50,042 - $57,526
292 Added 5.12%
5,992 $1.17 Million
Q2 2025

Aug 05, 2025
BUY
$122.57 - $173.27 $24,514 - $34,654
200 Added 3.64%
5,700 $987,000
Q1 2024

May 08, 2024
BUY
$117.5 - $136.59 $47,000 - $54,636
400 Added 7.84%
5,500 $742,000
Q1 2023

May 03, 2023
SELL
$72.54 - $92.81 $46,425 - $59,398
-640 Reduced 11.15%
5,100 $473,000
Q4 2022

Feb 07, 2023
BUY
$71.52 - $81.72 $410,524 - $469,072
5,740 New
5,740 $0

Others Institutions Holding IYW

# of Institutions
1,364
Shares Held
67.3M
Call Options Held
103K
Put Options Held
183K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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