Cassady Schiller Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,256 shares of IYW stock, worth $330,097. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,256
Previous 2,256 -0.0%
Holding current value
$330,097
Previous $342,000 4.97%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$103.39 - $113.67 $3,101 - $3,410
30 Added 1.35%
2,256 $236,000
Q2 2023

Aug 10, 2023
SELL
$88.68 - $109.37 $12,415 - $15,311
-140 Reduced 5.92%
2,226 $242,000
Q4 2022

Feb 13, 2023
BUY
$71.52 - $81.72 $169,216 - $193,349
2,366 New
2,366 $176,000
Q2 2022

Aug 11, 2022
SELL
$77.53 - $105.04 $168,782 - $228,672
-2,177 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$90.78 - $115.41 $90 - $115
1 Added 0.05%
2,177 $224,000
Q4 2021

Feb 09, 2022
BUY
$100.11 - $117.09 $217,839 - $254,787
2,176 New
2,176 $250,000

Others Institutions Holding IYW

# of Institutions
1,248
Shares Held
84.4M
Call Options Held
118K
Put Options Held
73.1K
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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