Naples Global Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Naples Global Advisors, LLC

$1.24 Billion
Q3 2025

A detailed history of Naples Global Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Naples Global Advisors, LLC holds 4,488 shares of IYW stock, worth $893,830. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,488

Previous 3,207 39.94%

Holding current value

$893,830

Previous $555,000 58.38%

% of portfolio

0.07%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$171.38 - $197.01 $219,537 - $252,369	1,281 Added 39.94%	4,488 $879,000
Q1 2025 Apr 10, 2025	SELL	$140.44 - $166.79 $11,796 - $14,010	-84 Reduced 2.55%	3,207 $451,000
Q3 2024 Oct 24, 2024	SELL	$133.16 - $158.73 $41,279 - $49,206	-310 Reduced 8.61%	3,291 $498,000
Q1 2023 Apr 17, 2023	SELL	$72.54 - $92.81 $14,508 - $18,562	-200 Reduced 5.26%	3,601 $334,000
Q4 2022 Jan 20, 2023	BUY	$71.52 - $81.72 $71 - $81	1 Added 0.03%	3,801 $0

Q1 2021 May 10, 2021	SELL	$82.45 - $93.1 $16,490 - $18,620	-200 Reduced 5.0%	3,800 $333,000
Q4 2020 Feb 08, 2021	BUY	$73.15 - $85.83 $219,450 - $257,490	3,000 Added 300.0%	4,000 $340,000
Q1 2020 Apr 27, 2020	BUY	$45.35 - $65.22 $2,267 - $3,261	50 Added 5.26%	1,000 $204,000
Q4 2019 Feb 05, 2020	BUY	$49.62 - $58.5 $47,139 - $55,575	950 New	950 $221,000

Others Institutions Holding IYW

# of Institutions

1,358

Shares Held

67M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Naples Global Advisors, LLC Ishares Dj Us Tech ETF Transaction History