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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 5,098 shares of IYW stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,098
Previous 5,098 -0.0%
Holding current value
$1.02 Million
Previous $883,000 13.14%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$122.57 - $173.27 $6,496 - $9,183
53 Added 1.05%
5,098 $883,000
Q1 2025

May 15, 2025
BUY
$140.44 - $166.79 $119,654 - $142,105
852 Added 20.32%
5,045 $708,000
Q4 2024

Feb 12, 2025
BUY
$148.14 - $166.23 $176,879 - $198,478
1,194 Added 39.81%
4,193 $670,000
Q3 2024

Nov 14, 2024
SELL
$133.16 - $158.73 $188,021 - $224,126
-1,412 Reduced 32.01%
2,999 $453,000
Q2 2024

Aug 13, 2024
BUY
$124.75 - $153.46 $550,272 - $676,912
4,411 New
4,411 $665,000
Q4 2023

Feb 14, 2024
BUY
$101.31 - $123.31 $107,692 - $131,078
1,063 Added 40.25%
3,704 $454,000
Q3 2023

Oct 30, 2023
SELL
$103.39 - $113.67 $295,488 - $324,868
-2,858 Reduced 51.97%
2,641 $277,000
Q2 2023

Aug 09, 2023
SELL
$88.68 - $109.37 $30,417 - $37,513
-343 Reduced 5.87%
5,499 $599,000
Q1 2023

May 01, 2023
BUY
$72.54 - $92.81 $153,639 - $196,571
2,118 Added 56.87%
5,842 $542,000
Q4 2022

Feb 06, 2023
BUY
$71.52 - $81.72 $266,340 - $304,325
3,724 New
3,724 $277,000

Others Institutions Holding IYW

# of Institutions
1,366
Shares Held
67.2M
Call Options Held
103K
Put Options Held
183K
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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