Icon Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 71,728 shares of IYW stock, worth $14.3 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
71,728
Previous 133,397 46.23%
Holding current value
$14.3 Million
Previous $14.5 Million 48.18%
% of portfolio
0.86%
Previous 1.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$103.39 - $113.67 $6.38 Million - $7.01 Million
-61,669 Reduced 46.23%
71,728 $7.53 Million
Q2 2023

Aug 03, 2023
BUY
$88.68 - $109.37 $878,552 - $1.08 Million
9,907 Added 8.02%
133,397 $14.5 Million
Q1 2023

May 11, 2023
BUY
$72.54 - $92.81 $8.96 Million - $11.5 Million
123,490 New
123,490 $11.5 Million

Others Institutions Holding IYW

# of Institutions
1,360
Shares Held
67.1M
Call Options Held
103K
Put Options Held
183K
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 Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC 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 Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email