Legacy Financial Group LLC Ishares Dj Us Tech ETF Transaction History

Legacy Financial Group LLC

  • $614 Million
  • Q3 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 1,811 shares of IYW stock, worth $360,678. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,811
Previous 30,192 94.0%
Holding current value
$360,678
Previous $5.23 Million 93.23%
% of portfolio
0.06%
Previous 0.89%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Jan 06, 2026
SELL
$171.38 - $197.01 $4.86 Million - $5.59 Million
-28,381 Reduced 94.0%
1,811 $354,000
Q2 2025

Jul 15, 2025
SELL
$122.57 - $173.27 $528,521 - $747,140
-4,312 Reduced 12.5%
30,192 $5.23 Million
Q1 2025

Apr 09, 2025
BUY
$140.44 - $166.79 $163,050 - $193,643
1,161 Added 3.48%
34,504 $4.85 Million
Q4 2024

Jan 21, 2025
SELL
$148.14 - $166.23 $288,132 - $323,317
-1,945 Reduced 5.51%
33,343 $5.32 Million
Q3 2024

Oct 15, 2024
SELL
$133.16 - $158.73 $410,132 - $488,888
-3,080 Reduced 8.03%
35,288 $5.35 Billion
Q2 2024

Jul 17, 2024
BUY
$124.75 - $153.46 $19,211 - $23,632
154 Added 0.4%
38,368 $5.77 Billion
Q1 2024

Apr 10, 2024
BUY
$117.5 - $136.59 $4.28 Million - $4.97 Million
36,414 Added 2023.0%
38,214 $5.16 Billion
Q4 2023

Jan 22, 2024
SELL
$101.31 - $123.31 $2.15 Million - $2.62 Million
-21,257 Reduced 92.19%
1,800 $221 Million
Q3 2023

Oct 24, 2023
SELL
$103.39 - $113.67 $2.18 Million - $2.4 Million
-21,124 Reduced 47.81%
23,057 $2.42 Million
Q2 2023

Jul 24, 2023
BUY
$88.68 - $109.37 $1.31 Million - $1.61 Million
14,746 Added 50.1%
44,181 $4.81 Million
Q1 2023

Apr 21, 2023
BUY
$72.54 - $92.81 $1.1 Million - $1.4 Million
15,125 Added 105.7%
29,435 $2.73 Million
Q4 2022

Jan 26, 2023
BUY
$71.52 - $81.72 $1.02 Million - $1.17 Million
14,310 New
14,310 $0

Others Institutions Holding IYW

# of Institutions
1,361
Shares Held
67M
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 Legacy Financial Group LLC Portfolio

Follow Legacy Financial Group 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 Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email