A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 14,058 shares of IYW stock, worth $2.22 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
14,058
Previous 14,677 4.22%
Holding current value
$2.22 Million
Previous $2.21 Million 3.49%
% of portfolio
0.3%
Previous 0.33%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$133.16 - $158.73 $82,426 - $98,253
-619 Reduced 4.22%
14,058 $2.13 Million
Q2 2024

Jul 26, 2024

BUY
$124.75 - $153.46 $139,096 - $171,107
1,115 Added 8.22%
14,677 $2.21 Million
Q1 2024

Apr 30, 2024

BUY
$117.5 - $136.59 $107,865 - $125,389
918 Added 7.26%
13,562 $1.83 Million
Q4 2023

Jan 19, 2024

BUY
$101.31 - $123.31 $103,741 - $126,269
1,024 Added 8.81%
12,644 $1.55 Million
Q3 2023

Oct 19, 2023

BUY
$103.39 - $113.67 $11,889 - $13,072
115 Added 1.0%
11,620 $1.22 Million
Q2 2023

Jul 17, 2023

BUY
$88.68 - $109.37 $255,309 - $314,876
2,879 Added 33.38%
11,505 $1.25 Million
Q1 2023

Apr 20, 2023

BUY
$72.54 - $92.81 $251,713 - $322,050
3,470 Added 67.3%
8,626 $800,000
Q4 2022

Jan 17, 2023

BUY
$71.52 - $81.72 $368,757 - $421,348
5,156 New
5,156 $0
Q2 2022

Jul 29, 2022

SELL
$77.53 - $105.04 $133,894 - $181,404
-1,727 Reduced 35.64%
3,119 $249,000
Q1 2022

May 11, 2022

SELL
$90.78 - $115.41 $244,561 - $310,914
-2,694 Reduced 35.73%
4,846 $499,000
Q4 2021

Jan 10, 2022

SELL
$100.11 - $117.09 $49,154 - $57,491
-491 Reduced 6.11%
7,540 $866,000
Q3 2021

Nov 24, 2021

BUY
$98.99 - $108.87 $794,988 - $874,334
8,031 New
8,031 $813,000
Q2 2020

Jul 10, 2020

SELL
$48.73 - $67.63 $0 - $0
0 Closed
0 $0
Q1 2020

Apr 15, 2020

BUY
$45.35 - $65.22 $0 - $0
0 New
0 $0
Q1 2018

May 14, 2018

SELL
$39.49 - $45.74 $5,884 - $6,815
-149 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$37.53 - $41.67 $900 - $1,000
24 Added 19.2%
149 $25,000
Q3 2017

Oct 26, 2017

BUY
$36.73 - $37.48 $661 - $674
18 Added 16.82%
125 $19,000
Q2 2017

Aug 08, 2017

BUY
N/A
107
107 $15,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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