Fulcrum Equity Management Ishares Dj Us Tech ETF Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 2024

A detailed history of Fulcrum Equity Management transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 7,012 shares of IYW stock, worth $1.08 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
7,012
Previous 6,672 5.1%
Holding current value
$1.08 Million
Previous $1 Million 5.88%
% of portfolio
0.93%
Previous 0.93%

Shares

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

Nov 21, 2024
BUY
$133.16 - $158.73 $45,274 - $53,968
340 Added 5.1%
7,012 $1.06 Million
Q2 2024

Jul 19, 2024
BUY
$124.75 - $153.46 $832,332 - $1.02 Million
6,672 New
6,672 $1 Million
Q2 2022

Jul 18, 2022
SELL
$77.53 - $105.04 $385,324 - $522,048
-4,970 Closed
0 $0
Q1 2022

Apr 15, 2022
SELL
$90.78 - $115.41 $3.78 Million - $4.8 Million
-41,607 Reduced 89.33%
4,970 $512,000
Q4 2021

Jan 25, 2022
BUY
$100.11 - $117.09 $1.13 Million - $1.32 Million
11,284 Added 31.97%
46,577 $5.35 Million
Q3 2021

Jan 25, 2022
BUY
$98.99 - $108.87 $3.26 Million - $3.59 Million
32,941 Added 1400.55%
35,293 $3.57 Million
Q2 2021

Jul 15, 2021
SELL
$86.67 - $99.76 $1.33 Million - $1.53 Million
-15,356 Reduced 86.72%
2,352 $234,000
Q1 2021

Apr 05, 2021
SELL
$82.45 - $93.1 $592,485 - $669,016
-7,186 Reduced 28.87%
17,708 $1.55 Million
Q4 2020

Feb 22, 2021
BUY
$73.15 - $85.83 $1.27 Million - $1.49 Million
17,303 Added 227.94%
24,894 $2.12 Million
Q3 2020

Oct 27, 2020
BUY
$67.71 - $82.47 $132,102 - $160,898
1,951 Added 34.59%
7,591 $2.29 Million
Q2 2020

Aug 17, 2020
BUY
$48.73 - $67.63 $274,837 - $381,433
5,640 New
5,640 $1.52 Million
Q1 2020

Apr 01, 2020
SELL
$45.35 - $65.22 $971,714 - $1.4 Million
-21,427 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$49.62 - $58.5 $36,321 - $42,822
-732 Reduced 3.3%
21,427 $4.98 Million
Q3 2019

Nov 05, 2019
SELL
$48.42 - $52.88 $131,653 - $143,780
-2,719 Reduced 10.93%
22,159 $4.53 Million
Q2 2019

Aug 12, 2019
SELL
$44.72 - $51.35 $2.5 Million - $2.87 Million
-55,817 Reduced 69.17%
24,878 $4.97 Million
Q1 2019

May 03, 2019
BUY
$38.22 - $48.72 $3.08 Million - $3.93 Million
80,695 New
80,695 $15.4 Million

Others Institutions Holding IYW

# of Institutions
1,240
Shares Held
84.2M
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
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email