Certus Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 6,078 shares of IYW stock, worth $915,893. This represents 0.7% of its overall portfolio holdings.

Number of Shares
6,078
Previous 6,059 0.31%
Holding current value
$915,893
Previous $818,000 11.74%
% of portfolio
0.7%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$124.75 - $153.46 $2,370 - $2,915
19 Added 0.31%
6,078 $914,000
Q1 2024

May 06, 2024
BUY
$117.5 - $136.59 $25,380 - $29,503
216 Added 3.7%
6,059 $818,000
Q4 2023

Feb 09, 2024
BUY
$101.31 - $123.31 $193,502 - $235,522
1,910 Added 48.56%
5,843 $717,000
Q3 2023

Nov 02, 2023
BUY
$103.39 - $113.67 $5,376 - $5,910
52 Added 1.34%
3,933 $412,000
Q2 2023

Aug 10, 2023
BUY
$88.68 - $109.37 $344,167 - $424,464
3,881 New
3,881 $423 Million

Others Institutions Holding IYW

# of Institutions
1,116
Shares Held
85.3M
Call Options Held
73.8K
Put Options Held
88.3K
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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