Avantax Planning Partners, Inc. Ishares Dj Us Tech ETF Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,296 shares of IYW stock, worth $656,431. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,296

Previous 3,292 0.12%

Holding current value

$656,431

Previous $570,000 13.16%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$171.38 - $197.01 $685 - $788	4 Added 0.12%	3,296 $645,000
Q1 2024 May 02, 2024	BUY	$117.5 - $136.59 $2,820 - $3,278	24 Added 0.73%	3,292 $444,000
Q4 2023 Feb 09, 2024	SELL	$101.31 - $123.31 $131,703 - $160,303	-1,300 Reduced 28.46%	3,268 $401,000
Q1 2022 May 09, 2022	SELL	$90.78 - $115.41 $59,188 - $75,247	-652 Reduced 12.49%	4,568 $471,000
Q4 2020 Feb 04, 2021	BUY	$73.15 - $85.83 $286,382 - $336,024	3,915 Added 300.0%	5,220 $444,000

Q1 2019 May 08, 2019	SELL	$38.22 - $48.72 $17,007 - $21,680	-445 Reduced 25.43%	1,305 $249,000
Q4 2018 Feb 14, 2019	BUY	$37.1 - $48.75 $74 - $97	2 Added 0.11%	1,750 $280,000
Q3 2018 Nov 13, 2018	BUY	$44.51 - $48.99 $44 - $48	1 Added 0.06%	1,748 $339,000
Q2 2018 Aug 13, 2018	BUY	$40.98 - $46.73 $2,458 - $2,803	60 Added 3.56%	1,747 $312,000
Q1 2018 May 15, 2018	BUY	$39.49 - $45.74 $66,619 - $77,163	1,687 New	1,687 $284,000

Others Institutions Holding IYW

# of Institutions

1,374

Shares Held

67M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Ishares Dj Us Tech ETF Transaction History