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

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 2024

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 27,548 shares of IYW stock, worth $4.54 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
27,548
Previous 30,392 9.36%
Holding current value
$4.54 Million
Previous $4.57 Billion 0.37%
% of portfolio
2.93%
Previous 2.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,167
Shares Held
81.2M
Call Options Held
80.4K
Put Options Held
33.1K
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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