Kingswood Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,368 shares of IYW stock, worth $2.41 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,368
Previous 14,447 6.38%
Holding current value
$2.41 Million
Previous $2.19 Billion 11.96%
% of portfolio
0.18%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$148.14 - $166.23 $136,436 - $153,097
921 Added 6.38%
15,368 $2.45 Billion
Q3 2024

Oct 21, 2024
BUY
$133.16 - $158.73 $1.66 Million - $1.98 Million
12,447 Added 622.35%
14,447 $2.19 Billion
Q2 2024

Jul 09, 2024
SELL
$124.75 - $153.46 $3,867 - $4,757
-31 Reduced 1.53%
2,000 $301 Million
Q1 2024

Apr 15, 2024
BUY
$117.5 - $136.59 $238,642 - $277,414
2,031 New
2,031 $274 Million

Others Institutions Holding IYW

# of Institutions
1,237
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
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