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

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,007 shares of IYW stock, worth $433,428. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,007
Previous 2,894 3.9%
Holding current value
$433,428
Previous $438,000 9.36%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jan 14, 2025
BUY
$148.14 - $166.23 $16,739 - $18,783
113 Added 3.9%
3,007 $479,000
Q3 2024

Oct 17, 2024
BUY
$133.16 - $158.73 $176,437 - $210,317
1,325 Added 84.45%
2,894 $438,000
Q2 2024

Jul 17, 2024
BUY
$124.75 - $153.46 $195,732 - $240,778
1,569 New
1,569 $236,000
Q4 2022

Jan 11, 2023
BUY
$71.52 - $81.72 $87,826 - $100,352
1,228 New
1,228 $0

Others Institutions Holding IYW

# of Institutions
1,246
Shares Held
84.3M
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 Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email