A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 2,709 shares of IYW stock, worth $427,155. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,709
Previous 2,784 2.69%
Holding current value
$427,155
Previous $376 Million 8.43%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$124.75 - $153.46 $9,356 - $11,509
-75 Reduced 2.69%
2,709 $408 Million
Q1 2024

May 08, 2024

SELL
$117.5 - $136.59 $23,030 - $26,771
-196 Reduced 6.58%
2,784 $376 Million
Q4 2023

Jan 29, 2024

SELL
$101.31 - $123.31 $16,513 - $20,099
-163 Reduced 5.19%
2,980 $366 Million
Q3 2023

Nov 08, 2023

SELL
$103.39 - $113.67 $254,546 - $279,855
-2,462 Reduced 43.93%
3,143 $330 Million
Q2 2023

Aug 09, 2023

BUY
$88.68 - $109.37 $78,127 - $96,354
881 Added 18.65%
5,605 $610 Million
Q1 2023

May 03, 2023

BUY
$72.54 - $92.81 $342,678 - $438,434
4,724 New
4,724 $438 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.