Ropes Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 5,909 shares of IYW stock, worth $809,178. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,909
Previous 6,539 9.63%
Holding current value
$809,178
Previous $711,000 12.94%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$103.39 - $113.67 $65,135 - $71,612
-630 Reduced 9.63%
5,909 $619,000
Q2 2022

Aug 10, 2022
BUY
$77.53 - $105.04 $6,202 - $8,403
80 Added 1.24%
6,539 $523,000
Q3 2021

Nov 05, 2021
SELL
$98.99 - $108.87 $69,293 - $76,209
-700 Reduced 9.78%
6,459 $654,000
Q4 2020

Feb 05, 2021
BUY
$73.15 - $85.83 $521,998 - $612,482
7,136 Added 31026.09%
7,159 $609,000
Q3 2020

Oct 16, 2020
BUY
$67.71 - $82.47 $1,557 - $1,896
23 New
23 $7,000

Others Institutions Holding IYW

# of Institutions
1,247
Shares Held
84.8M
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 Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth 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 Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email