Comprehensive Financial Planning, Inc./Pa Ishares Dj Us Tech ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 4,199 shares of IYW stock, worth $836,272. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,199
Previous 3,635 15.52%
Holding current value
$836,272
Previous $630 Million 30.59%
% of portfolio
0.56%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$171.38 - $197.01 $96,658 - $111,113
564 Added 15.52%
4,199 $822 Million
Q2 2025

Aug 08, 2025
BUY
$122.57 - $173.27 $245 - $346
2 Added 0.06%
3,635 $630 Million
Q1 2025

May 09, 2025
SELL
$140.44 - $166.79 $268,380 - $318,735
-1,911 Reduced 34.47%
3,633 $510 Million
Q4 2024

Jan 28, 2025
BUY
$148.14 - $166.23 $821,288 - $921,579
5,544 New
5,544 $884 Million

Others Institutions Holding IYW

# of Institutions
1,364
Shares Held
67.3M
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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