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

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,962 shares of IYW stock, worth $295,653. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,962

Previous 1,608 22.01%

Holding current value

$295,653

Previous $217,000 35.94%

% of portfolio

0.15%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$124.75 - $153.46 $44,161 - $54,324	354 Added 22.01%	1,962 $295,000
Q1 2024 Apr 26, 2024	BUY	$117.5 - $136.59 $188,940 - $219,636	1,608 New	1,608 $217,000
Q1 2020 May 13, 2020	SELL	$45.35 - $65.22 $53,286 - $76,633	-1,175 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$49.62 - $58.5 $49 - $58	1 Added 0.09%	1,175 $279,000
Q3 2019 Nov 21, 2019	SELL	$48.42 - $52.88 $2,033 - $2,220	-42 Reduced 3.45%	1,174 $259,000
Q2 2019 Aug 14, 2019	SELL	$44.72 - $51.35 $1,341 - $1,540	-30 Reduced 2.41%	1,216 $246,000
Q1 2019 May 08, 2019	SELL	$38.22 - $48.72 $7,070 - $9,013	-185 Reduced 12.93%	1,246 $247,000
Q3 2018 Nov 13, 2018	SELL	$44.51 - $48.99 $4,451 - $4,899	-100 Reduced 6.53%	1,431 $256,000
Q4 2017 Feb 14, 2018	BUY	$37.53 - $41.67 $57,458 - $63,796	1,531	1,531 $260,000

Others Institutions Holding IYW

# of Institutions

1,115

Shares Held

85.3M

Call Options Held

73.8K

Put Options Held

88.3K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Account

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