Pettinga Financial Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Pettinga Financial Advisors, LLC

  • $436 Million
  • Q4 2024

A detailed history of Pettinga Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Pettinga Financial Advisors, LLC holds 71,216 shares of IYW stock, worth $11.1 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
71,216
Previous 75,947 6.23%
Holding current value
$11.1 Million
Previous $11.5 Million 1.35%
% of portfolio
2.61%
Previous 2.77%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
$148.14 - $166.23 $700,850 - $786,434
-4,731 Reduced 6.23%
71,216 $11.4 Million
Q3 2024

Nov 07, 2024
SELL
$133.16 - $158.73 $13,049 - $15,555
-98 Reduced 0.13%
75,947 $11.5 Million
Q3 2024

Oct 23, 2024
BUY
$133.16 - $158.73 $383,500 - $457,142
2,880 Added 3.94%
76,045 $11.5 Million
Q2 2024

Jul 25, 2024
BUY
$124.75 - $153.46 $210,203 - $258,580
1,685 Added 2.36%
73,165 $11 Million
Q1 2024

Apr 17, 2024
BUY
$117.5 - $136.59 $300,212 - $348,987
2,555 Added 3.71%
71,480 $9.65 Million
Q4 2023

Jan 18, 2024
BUY
$101.31 - $123.31 $1.62 Million - $1.97 Million
15,960 Added 30.13%
68,925 $8.46 Million
Q3 2023

Oct 23, 2023
SELL
$103.39 - $113.67 $6.45 Million - $7.09 Million
-62,353 Reduced 54.07%
52,965 $5.56 Million
Q2 2023

Jul 17, 2023
SELL
$88.68 - $109.37 $87,615 - $108,057
-988 Reduced 0.85%
115,318 $12.6 Million
Q1 2023

Apr 20, 2023
BUY
$72.54 - $92.81 $2.7 Million - $3.45 Million
37,219 Added 47.06%
116,306 $10.8 Million
Q4 2022

Jan 12, 2023
BUY
$71.52 - $81.72 $5.66 Million - $6.46 Million
79,087 New
79,087 $0

Others Institutions Holding IYW

# of Institutions
1,237
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Pettinga Financial Advisors, LLC Portfolio

Follow Pettinga Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pettinga Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email