Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Dj Us Tech ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 4,723 shares of IYW stock, worth $757,569. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,723

Previous 2,207 114.0%

Holding current value

$757,569

Previous $334,000 125.45%

% of portfolio

0.03%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$148.14 - $166.23 $372,720 - $418,234	2,516 Added 114.0%	4,723 $753,000
Q3 2024 Nov 08, 2024	BUY	$133.16 - $158.73 $95,875 - $114,285	720 Added 48.42%	2,207 $334,000
Q2 2024 Aug 13, 2024	BUY	$124.75 - $153.46 $51,022 - $62,765	409 Added 37.94%	1,487 $223,000
Q1 2024 Apr 30, 2024	BUY	$117.5 - $136.59 $111,625 - $129,760	950 Added 742.19%	1,078 $145,000
Q4 2023 Jan 30, 2024	SELL	$101.31 - $123.31 $19,654 - $23,922	-194 Reduced 60.25%	128 $15,000
Q3 2023 Oct 17, 2023	SELL	$103.39 - $113.67 $5,996 - $6,592	-58 Reduced 15.26%	322 $33,000
Q2 2023 Jul 19, 2023	SELL	$88.68 - $109.37 $3,813 - $4,702	-43 Reduced 10.17%	380 $41,000
Q1 2023 May 10, 2023	BUY	$72.54 - $92.81 $21,399 - $27,378	295 Added 230.47%	423 $39,000
Q4 2022 Feb 14, 2023	SELL	$71.52 - $81.72 $643 - $735	-9 Reduced 6.57%	128 $9,000
Q3 2022 Oct 26, 2022	SELL	$73.37 - $94.5 $1,320 - $1,701	-18 Reduced 11.61%	137 $10,000
Q1 2022 May 13, 2022	SELL	$90.78 - $115.41 $19,426 - $24,697	-214 Reduced 57.99%	155 $15,000
Q4 2021 Feb 14, 2022	SELL	$100.11 - $117.09 $10,511 - $12,294	-105 Reduced 22.15%	369 $42,000
Q3 2021 Nov 02, 2021	BUY	$98.99 - $108.87 $34,250 - $37,669	346 Added 270.31%	474 $47,000
Q4 2020 Feb 09, 2021	BUY	$73.15 - $85.83 $7,022 - $8,239	96 Added 300.0%	128 $10,000
Q2 2017 Aug 15, 2017	BUY	N/A	32	32 $4,000

Others Institutions Holding IYW

# of Institutions

1,207

Shares Held

83.7M

Call Options Held

76.9K

Put Options Held

34.3K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Dj Us Tech ETF Transaction History