Moneta Group Investment Advisors LLC Ishares Dj Us Tech ETF Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 25,713 shares of IYW stock, worth $5.12 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,713

Previous 7,157 259.27%

Holding current value

$5.12 Million

Previous $1.24 Million 306.13%

% of portfolio

0.04%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$171.38 - $197.01 $3.18 Million - $3.66 Million	18,556 Added 259.27%	25,713 $5.04 Million
Q2 2025 Aug 14, 2025	SELL	$122.57 - $173.27 $5,270 - $7,450	-43 Reduced 0.6%	7,157 $1.24 Million
Q1 2025 May 15, 2025	BUY	$140.44 - $166.79 $310,512 - $368,772	2,211 Added 44.32%	7,200 $1.01 Million
Q4 2024 Feb 11, 2025	SELL	$148.14 - $166.23 $14,813 - $16,623	-100 Reduced 1.97%	4,989 $795,000
Q3 2024 Nov 12, 2024	BUY	$133.16 - $158.73 $243,949 - $290,793	1,832 Added 56.25%	5,089 $771,000

Q2 2024 Aug 13, 2024	BUY	$124.75 - $153.46 $116,890 - $143,792	937 Added 40.39%	3,257 $490,000
Q1 2024 Aug 13, 2024	BUY	$117.5 - $136.59 $24,440 - $28,410	208 Added 9.85%	2,320 $313,000
Q4 2023 Feb 15, 2024	BUY	$101.31 - $123.31 $10,131 - $12,331	100 Added 4.97%	2,112 $259,000
Q3 2023 Nov 15, 2023	BUY	$103.39 - $113.67 $3,618 - $3,978	35 Added 1.77%	2,012 $211,000
Q2 2023 Aug 15, 2023	BUY	$88.68 - $109.37 $175,320 - $216,224	1,977 New	1,977 $215,000
Q2 2022 Aug 15, 2022	SELL	$77.53 - $105.04 $165,526 - $224,260	-2,135 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$90.78 - $115.41 $112,113 - $142,531	-1,235 Reduced 36.65%	2,135 $220,000
Q4 2021 Feb 11, 2022	BUY	$100.11 - $117.09 $337,370 - $394,593	3,370 New	3,370 $387,000
Q2 2018 Aug 14, 2018	SELL	$40.98 - $46.73 $5,122 - $5,841	-125 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$39.49 - $45.74 $4,936 - $5,717	125 New	125 $21,000

Others Institutions Holding IYW

# of Institutions

1,365

Shares Held

67.2M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Industry ETFs

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Moneta Group Investment Advisors LLC Ishares Dj Us Tech ETF Transaction History