Hcr Wealth Advisors Ishares Dj Us Tech ETF Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 9,651 shares of IYW stock, worth $1.57 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,651

Previous 9,650 0.01%

Holding current value

$1.57 Million

Previous $1.45 Million 0.76%

% of portfolio

0.19%

Previous 0.21%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$133.16 - $158.73 $133 - $158	1 Added 0.01%	9,651 $1.46 Million
Q1 2024 May 10, 2024	SELL	$117.5 - $136.59 $10,692 - $12,429	-91 Reduced 0.93%	9,650 $1.3 Million
Q4 2023 Feb 09, 2024	BUY	$101.31 - $123.31 $14,993 - $18,249	148 Added 1.54%	9,741 $1.2 Million
Q3 2023 Oct 20, 2023	SELL	$103.39 - $113.67 $124,274 - $136,631	-1,202 Reduced 11.13%	9,593 $1.01 Million
Q2 2023 Aug 09, 2023	SELL	$88.68 - $109.37 $27,845 - $34,342	-314 Reduced 2.83%	10,795 $1.18 Million
Q1 2023 May 12, 2023	SELL	$72.54 - $92.81 $17,119 - $21,903	-236 Reduced 2.08%	11,109 $1.03 Million
Q4 2022 Feb 13, 2023	SELL	$71.52 - $81.72 $10,799 - $12,339	-151 Reduced 1.31%	11,345 $845,000
Q2 2022 Aug 12, 2022	SELL	$77.53 - $105.04 $90,244 - $122,266	-1,164 Reduced 9.19%	11,496 $919,000
Q1 2022 May 05, 2022	SELL	$90.78 - $115.41 $18,791 - $23,889	-207 Reduced 1.61%	12,660 $1.31 Million
Q4 2021 Feb 04, 2022	SELL	$100.11 - $117.09 $84,592 - $98,941	-845 Reduced 6.16%	12,867 $1.48 Million
Q3 2021 Nov 02, 2021	SELL	$98.99 - $108.87 $3,167 - $3,483	-32 Reduced 0.23%	13,712 $1.39 Million
Q2 2021 Jul 21, 2021	SELL	$86.67 - $99.76 $35,101 - $40,402	-405 Reduced 2.86%	13,744 $1.37 Million
Q1 2021 May 13, 2021	SELL	$82.45 - $93.1 $90,942 - $102,689	-1,103 Reduced 7.23%	14,149 $1.24 Million
Q4 2020 Feb 04, 2021	BUY	$73.15 - $85.83 $816,427 - $957,948	11,161 Added 272.82%	15,252 $1.3 Million
Q3 2020 Nov 05, 2020	BUY	$67.71 - $82.47 $35,276 - $42,966	521 Added 14.59%	4,091 $1.23 Million
Q2 2020 Jul 30, 2020	SELL	$48.73 - $67.63 $4,385 - $6,086	-90 Reduced 2.46%	3,570 $966,000
Q1 2020 May 08, 2020	SELL	$45.35 - $65.22 $37,504 - $53,936	-827 Reduced 18.43%	3,660 $748,000
Q4 2019 Feb 07, 2020	BUY	$49.62 - $58.5 $52,746 - $62,185	1,063 Added 31.05%	4,487 $1.04 Million
Q3 2019 Nov 07, 2019	SELL	$48.42 - $52.88 $46,434 - $50,711	-959 Reduced 21.88%	3,424 $703,000
Q2 2019 Jul 25, 2019	SELL	$44.72 - $51.35 $12,387 - $14,223	-277 Reduced 5.94%	4,383 $867,000
Q1 2019 May 10, 2019	SELL	$38.22 - $48.72 $44,029 - $56,125	-1,152 Reduced 19.82%	4,660 $869,000
Q4 2018 Jan 31, 2019	BUY	$37.1 - $48.75 $10,388 - $13,650	280 Added 5.06%	5,812 $930,000
Q3 2018 Nov 09, 2018	SELL	$44.51 - $48.99 $8,545 - $9,406	-192 Reduced 3.35%	5,532 $1.01 Million
Q2 2018 Aug 14, 2018	SELL	$40.98 - $46.73 $17,826 - $20,327	-435 Reduced 7.06%	5,724 $1.03 Million
Q1 2018 May 15, 2018	BUY	$39.49 - $45.74 $37,120 - $42,995	940 Added 18.01%	6,159 $1.04 Million
Q4 2017 Feb 13, 2018	SELL	$37.53 - $41.67 $2,552 - $2,833	-68 Reduced 1.29%	5,219 $849,000
Q3 2017 Nov 13, 2017	BUY	$36.73 - $37.48 $47,491 - $48,461	1,293 Added 32.37%	5,287 $793,000
Q2 2017 Aug 16, 2017	BUY	N/A	3,994	3,994 $558,000

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Ishares Dj Us Tech ETF Transaction History