My Legacy Advisors, LLC Ishares Dj Us Tech ETF Transaction History

My Legacy Advisors, LLC

$249 Million
Q3 2024

A detailed history of My Legacy Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 15,064 shares of IYW stock, worth $2.49 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

15,064

Previous 24,881 39.46%

Holding current value

$2.49 Million

Previous $3.74 Million 39.0%

% of portfolio

0.92%

Previous 1.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$133.16 - $158.73 $1.31 Million - $1.56 Million	-9,817 Reduced 39.46%	15,064 $2.28 Million
Q2 2024 Jul 24, 2024	BUY	$124.75 - $153.46 $526,819 - $648,061	4,223 Added 20.44%	24,881 $3.74 Million
Q1 2024 Jul 25, 2024	SELL	$117.5 - $136.59 $209,620 - $243,676	-1,784 Reduced 7.17%	23,097 $3.12 Million
Q4 2023 Jan 12, 2024	BUY	$101.31 - $123.31 $295,318 - $359,448	2,915 Added 16.43%	20,658 $2.54 Million
Q3 2023 Oct 20, 2023	SELL	$103.39 - $113.67 $320,095 - $351,922	-3,096 Reduced 14.86%	17,743 $1.86 Million
Q2 2023 Jul 14, 2023	BUY	$88.68 - $109.37 $214,339 - $264,347	2,417 Added 13.12%	20,839 $2.27 Million
Q1 2023 Apr 11, 2023	BUY	$72.54 - $92.81 $284,211 - $363,629	3,918 Added 27.01%	18,422 $1.71 Million
Q4 2022 Feb 07, 2023	BUY	$71.52 - $81.72 $1.04 Million - $1.19 Million	14,504 New	14,504 $1.08 Million

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Account

My Legacy Advisors, LLC Ishares Dj Us Tech ETF Transaction History