Old North State Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Old North State Wealth Management, LLC

$179 Billion
Q3 2024

A detailed history of Old North State Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 3,386 shares of IYW stock, worth $551,782. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,386

Previous 3,277 3.33%

Holding current value

$551,782

Previous $494 Million 4.12%

% of portfolio

0.29%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$133.16 - $158.73 $14,514 - $17,301	109 Added 3.33%	3,386 $514 Million
Q2 2024 Oct 29, 2024	SELL	$124.75 - $153.46 $23,952 - $29,464	-192 Reduced 5.53%	3,277 $494 Million
Q1 2024 Oct 29, 2024	BUY	$117.5 - $136.59 $98,700 - $114,735	840 Added 31.95%	3,469 $469 Million
Q4 2023 Oct 28, 2024	BUY	$101.31 - $123.31 $607 - $739	6 Added 0.23%	2,629 $323 Million
Q3 2023 Oct 28, 2024	BUY	$103.39 - $113.67 $10,339 - $11,367	100 Added 3.96%	2,623 $275 Million
Q2 2023 Oct 28, 2024	BUY	$88.68 - $109.37 $11,617 - $14,327	131 Added 5.48%	2,523 $275 Million
Q1 2023 Oct 28, 2024	BUY	$72.54 - $92.81 $173,515 - $222,001	2,392 New	2,392 $222 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

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Old North State Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History