Iht Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 110,711 shares of IYW stock, worth $15.6 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

110,711

Previous 109,932 0.71%

Holding current value

$15.6 Million

Previous $16.7 Million 5.96%

% of portfolio

0.59%

Previous 0.49%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$148.14 - $166.23 $115,401 - $129,493	779 Added 0.71%	110,711 $17.7 Million
Q3 2024 Nov 14, 2024	BUY	$133.16 - $158.73 $3.38 Million - $4.03 Million	25,374 Added 30.01%	109,932 $16.7 Million
Q2 2024 Aug 14, 2024	BUY	$124.75 - $153.46 $6.86 Million - $8.44 Million	54,982 Added 185.9%	84,558 $12.7 Million
Q1 2024 May 15, 2024	BUY	$117.5 - $136.59 $1.06 Million - $1.24 Million	9,043 Added 44.04%	29,576 $3.99 Million
Q4 2023 Feb 14, 2024	BUY	$101.31 - $123.31 $210,826 - $256,608	2,081 Added 11.28%	20,533 $2.52 Million
Q3 2023 Nov 14, 2023	SELL	$103.39 - $113.67 $462,463 - $508,445	-4,473 Reduced 19.51%	18,452 $1.94 Million
Q2 2023 Aug 14, 2023	SELL	$88.68 - $109.37 $18,356 - $22,639	-207 Reduced 0.89%	22,925 $2.5 Million
Q1 2023 May 15, 2023	SELL	$72.54 - $92.81 $60,715 - $77,681	-837 Reduced 3.49%	23,132 $2.15 Million
Q4 2022 Feb 14, 2023	BUY	$71.52 - $81.72 $93,691 - $107,053	1,310 Added 5.78%	23,969 $1.79 Million
Q3 2022 Nov 22, 2022	SELL	$73.37 - $94.5 $290,251 - $373,842	-3,956 Reduced 14.86%	22,659 $1.66 Million
Q2 2022 Aug 15, 2022	BUY	$77.53 - $105.04 $109,394 - $148,211	1,411 Added 5.6%	26,615 $2.13 Million
Q1 2022 May 16, 2022	SELL	$90.78 - $115.41 $16,885 - $21,466	-186 Reduced 0.73%	25,204 $2.6 Million
Q4 2021 Feb 14, 2022	SELL	$100.11 - $117.09 $95,004 - $111,118	-949 Reduced 3.6%	25,390 $2.92 Million
Q3 2021 Nov 15, 2021	SELL	$98.99 - $108.87 $256,186 - $281,755	-2,588 Reduced 8.95%	26,339 $2.67 Million
Q2 2021 Aug 16, 2021	SELL	$86.67 - $99.76 $1,040 - $1,197	-12 Reduced 0.04%	28,927 $2.88 Million
Q1 2021 May 18, 2021	SELL	$82.45 - $93.1 $129,941 - $146,725	-1,576 Reduced 5.16%	28,939 $2.54 Million
Q4 2020 Feb 17, 2021	BUY	$73.15 - $85.83 $1.61 Million - $1.89 Million	22,027 Added 259.51%	30,515 $2.6 Million
Q3 2020 Nov 19, 2020	BUY	$67.71 - $82.47 $72,585 - $88,407	1,072 Added 14.46%	8,488 $2.56 Million
Q2 2020 Aug 14, 2020	SELL	$48.73 - $67.63 $36,206 - $50,249	-743 Reduced 9.11%	7,416 $2 Million
Q1 2020 May 13, 2020	BUY	$45.35 - $65.22 $133,238 - $191,616	2,938 Added 56.27%	8,159 $1.67 Million
Q4 2019 Feb 18, 2020	BUY	$49.62 - $58.5 $9,477 - $11,173	191 Added 3.8%	5,221 $1.21 Million
Q3 2019 Nov 15, 2019	BUY	$48.42 - $52.88 $20,045 - $21,892	414 Added 8.97%	5,030 $1.03 Million
Q2 2019 Aug 12, 2019	BUY	$44.72 - $51.35 $8,675 - $9,961	194 Added 4.39%	4,616 $914,000
Q1 2019 May 16, 2019	SELL	$38.22 - $48.72 $33,901 - $43,214	-887 Reduced 16.71%	4,422 $843,000
Q4 2018 Feb 15, 2019	BUY	$37.1 - $48.75 $11,686 - $15,356	315 Added 6.31%	5,309 $849,000
Q3 2018 Nov 14, 2018	BUY	$44.51 - $48.99 $21,720 - $23,907	488 Added 10.83%	4,994 $969,000
Q2 2018 Aug 13, 2018	BUY	$40.98 - $46.73 $7,581 - $8,645	185 Added 4.28%	4,506 $803,000
Q1 2018 May 15, 2018	BUY	$39.49 - $45.74 $8,134 - $9,422	206 Added 5.01%	4,321 $708,000
Q4 2017 Feb 14, 2018	BUY	$37.53 - $41.67 $93,111 - $103,383	2,481 Added 151.84%	4,115 $700,000
Q3 2017 Nov 14, 2017	BUY	$36.73 - $37.48 $60,016 - $61,242	1,634	1,634 $250,000

Others Institutions Holding IYW

# of Institutions

1,249

Shares Held

84.4M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History