Forthright Family Wealth Advisory LLC Ishares Dj Us Tech ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 25,825 shares of IYW stock, worth $5.14 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares
25,825
Previous 24,935 3.57%
Holding current value
$5.14 Million
Previous $4.32 Million 17.08%
% of portfolio
3.61%
Previous 3.06%

Shares

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

Nov 04, 2025
BUY
$171.38 - $197.01 $152,528 - $175,338
890 Added 3.57%
25,825 $5.06 Million
Q2 2025

Aug 13, 2025
SELL
$122.57 - $173.27 $83,102 - $117,477
-678 Reduced 2.65%
24,935 $4.32 Million
Q1 2025

Apr 30, 2025
BUY
$140.44 - $166.79 $81,314 - $96,571
579 Added 2.31%
25,613 $3.6 Million
Q4 2024

Mar 03, 2025
SELL
$148.14 - $166.23 $372,423 - $417,902
-2,514 Reduced 9.13%
25,034 $3.99 Million
Q3 2024

Dec 09, 2024
SELL
$133.16 - $158.73 $378,707 - $451,428
-2,844 Reduced 9.36%
27,548 $4.56 Billion
Q2 2024

Aug 12, 2024
BUY
$124.75 - $153.46 $15,469 - $19,029
124 Added 0.41%
30,392 $4.57 Billion
Q1 2024

Apr 29, 2024
BUY
$117.5 - $136.59 $129,132 - $150,112
1,099 Added 3.77%
30,268 $4.09 Billion
Q4 2023

Feb 28, 2024
BUY
$101.31 - $123.31 $2.96 Million - $3.6 Million
29,169 New
29,169 $3.58 Billion

Others Institutions Holding IYW

# of Institutions
1,370
Shares Held
67M
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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