Sovereign Financial Group, Inc. Ishares Dj Us Tech ETF Transaction History

Sovereign Financial Group, Inc.

$425 Million
Q1 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 6,130 shares of IYW stock, worth $802,784. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,130

Previous 6,322 3.04%

Holding current value

$802,784

Previous $1.01 Million 14.48%

% of portfolio

0.2%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$140.44 - $166.79 $26,964 - $32,023	-192 Reduced 3.04%	6,130 $862,000
Q4 2024 Jan 14, 2025	SELL	$148.14 - $166.23 $81,625 - $91,592	-551 Reduced 8.02%	6,322 $1.01 Million
Q3 2024 Oct 08, 2024	SELL	$133.16 - $158.73 $67,112 - $79,999	-504 Reduced 6.83%	6,873 $1.04 Million
Q2 2024 Jul 15, 2024	BUY	$124.75 - $153.46 $220,059 - $270,703	1,764 Added 31.43%	7,377 $1.11 Million
Q1 2024 Apr 15, 2024	BUY	$117.5 - $136.59 $21,385 - $24,859	182 Added 3.35%	5,613 $758,000
Q4 2023 Feb 06, 2024	BUY	$101.31 - $123.31 $57,442 - $69,916	567 Added 11.66%	5,431 $666,000
Q3 2023 Nov 03, 2023	SELL	$103.39 - $113.67 $566,370 - $622,684	-5,478 Reduced 52.97%	4,864 $510,000
Q2 2023 Jul 31, 2023	BUY	$88.68 - $109.37 $126,102 - $155,524	1,422 Added 15.94%	10,342 $1.13 Million
Q1 2023 May 04, 2023	BUY	$72.54 - $92.81 $155,235 - $198,613	2,140 Added 31.56%	8,920 $827,000
Q4 2022 Feb 13, 2023	BUY	$71.52 - $81.72 $484,905 - $554,061	6,780 New	6,780 $505,000

Others Institutions Holding IYW

# of Institutions

1,243

Shares Held

85M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Sovereign Financial Group, Inc. Ishares Dj Us Tech ETF Transaction History