A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 257,260 shares of IYW stock, worth $42.5 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
257,260
Previous 218,612 17.68%
Holding current value
$42.5 Million
Previous $32.9 Million 18.55%
% of portfolio
0.87%
Previous 0.85%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$133.16 - $158.73 $5.15 Million - $6.13 Million
38,648 Added 17.68%
257,260 $39 Million
Q2 2024

Aug 02, 2024

BUY
$124.75 - $153.46 $996,503 - $1.23 Million
7,988 Added 3.79%
218,612 $32.9 Million
Q1 2024

May 13, 2024

BUY
$117.5 - $136.59 $2.52 Million - $2.93 Million
21,463 Added 11.35%
210,624 $28.4 Million
Q4 2023

Feb 08, 2024

BUY
$101.31 - $123.31 $8.93 Million - $10.9 Million
88,104 Added 87.18%
189,161 $23.2 Million
Q3 2023

Oct 05, 2023

SELL
$103.39 - $113.67 $11.7 Million - $12.9 Million
-113,317 Reduced 52.86%
101,057 $10.6 Million
Q2 2023

Jul 19, 2023

BUY
$88.68 - $109.37 $5 Million - $6.16 Million
56,364 Added 35.67%
214,374 $23.3 Million
Q1 2023

Apr 25, 2023

BUY
$72.54 - $92.81 $1.31 Million - $1.68 Million
18,049 Added 12.9%
158,010 $14.7 Million
Q4 2022

Jan 11, 2023

BUY
$71.52 - $81.72 $8.92 Million - $10.2 Million
124,707 Added 817.54%
139,961 $0
Q3 2022

Oct 19, 2022

BUY
$73.37 - $94.5 $1.12 Million - $1.44 Million
15,254 New
15,254 $1.12 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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