Alterna Wealth Management, Inc Ishares Dj Us Tech ETF Transaction History

Alterna Wealth Management, Inc

$115 Million
Q4 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 5,894 shares of IYW stock, worth $861,761. This represents 0.81% of its overall portfolio holdings.

Number of Shares

5,894

Previous 5,963 1.16%

Holding current value

$861,761

Previous $904,000 3.98%

% of portfolio

0.81%

Previous 0.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$148.14 - $166.23 $10,221 - $11,469	-69 Reduced 1.16%	5,894 $940,000
Q3 2024 Oct 30, 2024	SELL	$133.16 - $158.73 $221,578 - $264,126	-1,664 Reduced 21.82%	5,963 $904,000
Q2 2024 Jul 12, 2024	BUY	$124.75 - $153.46 $655,311 - $806,125	5,253 Added 221.27%	7,627 $1.15 Million
Q1 2024 May 03, 2024	BUY	$117.5 - $136.59 $59,690 - $69,387	508 Added 27.22%	2,374 $320,000
Q4 2023 Feb 06, 2024	SELL	$101.31 - $123.31 $45,690 - $55,612	-451 Reduced 19.46%	1,866 $229,000
Q3 2023 Nov 13, 2023	SELL	$103.39 - $113.67 $753,506 - $828,426	-7,288 Reduced 75.88%	2,317 $243,000
Q2 2023 Aug 10, 2023	BUY	$88.68 - $109.37 $482,064 - $594,535	5,436 Added 130.39%	9,605 $1.05 Million
Q1 2023 May 26, 2023	BUY	$72.54 - $92.81 $302,419 - $386,924	4,169 New	4,169 $386,000

Others Institutions Holding IYW

# of Institutions

1,247

Shares Held

84.3M

Call Options Held

118K

Put Options Held

73.1K

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Alterna Wealth Management, Inc Ishares Dj Us Tech ETF Transaction History