Hcr Wealth Advisors Ishares Dj Us Tech ETF Transaction History

Hcr Wealth Advisors

$789 Million
Q4 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 9,354 shares of IYW stock, worth $1.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,354

Previous 9,651 3.08%

Holding current value

$1.5 Million

Previous $1.46 Million 1.98%

% of portfolio

0.19%

Previous 0.19%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$148.14 - $166.23 $43,997 - $49,370	-297 Reduced 3.08%	9,354 $1.49 Million
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

1,203

Shares Held

83.7M

Call Options Held

76.9K

Put Options Held

34.3K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Hcr Wealth Advisors Ishares Dj Us Tech ETF Transaction History