Robertson Stephens Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,972 shares of IYW stock, worth $392,743. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,972
Previous 14,358 86.27%
Holding current value
$392,743
Previous $2.49 Million 84.48%
% of portfolio
0.01%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$171.38 - $197.01 $2.12 Million - $2.44 Million
-12,386 Reduced 86.27%
1,972 $386,000
Q2 2025

Jul 24, 2025
SELL
$122.57 - $173.27 $8,212 - $11,609
-67 Reduced 0.46%
14,358 $2.49 Million
Q1 2025

Apr 17, 2025
BUY
$140.44 - $166.79 $62,214 - $73,887
443 Added 3.17%
14,425 $2.03 Million
Q4 2024

Jan 27, 2025
SELL
$148.14 - $166.23 $840,990 - $943,687
-5,677 Reduced 28.88%
13,982 $2.23 Million
Q3 2024

Nov 12, 2024
BUY
$133.16 - $158.73 $763,273 - $909,840
5,732 Added 41.16%
19,659 $2.98 Million
Q2 2024

Aug 13, 2024
BUY
$124.75 - $153.46 $12,225 - $15,039
98 Added 0.71%
13,927 $2.1 Million
Q1 2024

May 15, 2024
BUY
$117.5 - $136.59 $162,150 - $188,494
1,380 Added 11.09%
13,829 $1.87 Million
Q4 2023

Feb 06, 2024
BUY
$101.31 - $123.31 $260,164 - $316,660
2,568 Added 25.99%
12,449 $1.53 Million
Q3 2023

Nov 13, 2023
SELL
$103.39 - $113.67 $617,134 - $678,496
-5,969 Reduced 37.66%
9,881 $1.04 Million
Q2 2023

Aug 11, 2023
BUY
$88.68 - $109.37 $205,737 - $253,738
2,320 Added 17.15%
15,850 $1.73 Million
Q1 2023

May 11, 2023
SELL
$72.54 - $92.81 $47,005 - $60,140
-648 Reduced 4.57%
13,530 $1.26 Million
Q4 2022

Feb 14, 2023
BUY
$71.52 - $81.72 $1.01 Million - $1.16 Million
14,178 New
14,178 $1.06 Million
Q2 2022

Aug 12, 2022
SELL
$77.53 - $105.04 $584,343 - $791,686
-7,537 Reduced 70.48%
3,157 $252,000
Q1 2022

May 16, 2022
SELL
$90.78 - $115.41 $17,702 - $22,504
-195 Reduced 1.79%
10,694 $1.1 Million
Q4 2021

Feb 14, 2022
BUY
$100.11 - $117.09 $329,962 - $385,928
3,296 Added 43.41%
10,889 $1.25 Million
Q3 2021

Nov 10, 2021
BUY
$98.99 - $108.87 $162,937 - $179,200
1,646 Added 27.68%
7,593 $768,000
Q2 2021

Aug 17, 2021
SELL
$86.67 - $99.76 $102,270 - $117,716
-1,180 Reduced 16.56%
5,947 $591,000
Q1 2021

May 07, 2021
BUY
$82.45 - $93.1 $587,621 - $663,523
7,127 New
7,127 $625,000
Q4 2020

Feb 10, 2021
SELL
$73.15 - $85.83 $66,127 - $77,590
-904 Closed
0 $0
Q3 2020

Nov 10, 2020
SELL
$67.71 - $82.47 $8,599 - $10,473
-127 Reduced 12.32%
904 $272,000
Q2 2020

Aug 12, 2020
SELL
$48.73 - $67.63 $20,515 - $28,472
-421 Reduced 28.99%
1,031 $278,000
Q1 2020

May 01, 2020
BUY
$45.35 - $65.22 $65,848 - $94,699
1,452 New
1,452 $297,000

Others Institutions Holding IYW

# of Institutions
1,361
Shares Held
67M
Call Options Held
103K
Put Options Held
183K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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