A detailed history of Sterling Investment Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 3,716 shares of IYW stock, worth $614,700. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,716
Previous 4,008 7.29%
Holding current value
$614,700
Previous $603,000 6.63%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Oct 21, 2024

SELL
$133.16 - $158.73 $38,882 - $46,349
-292 Reduced 7.29%
3,716 $563,000
Q2 2024

Jul 10, 2024

SELL
$124.75 - $153.46 $8,483 - $10,435
-68 Reduced 1.67%
4,008 $603,000
Q1 2024

Apr 11, 2024

BUY
$117.5 - $136.59 $193,875 - $225,373
1,650 Added 68.01%
4,076 $550,000
Q4 2023

Jan 17, 2024

BUY
$101.31 - $123.31 $709 - $863
7 Added 0.29%
2,426 $297,000
Q2 2023

Jul 28, 2023

BUY
$88.68 - $109.37 $88 - $109
1 Added 0.04%
2,419 $263,000
Q1 2023

Apr 17, 2023

BUY
$72.54 - $92.81 $175,401 - $224,414
2,418 New
2,418 $224,000
Q2 2022

Jul 27, 2022

SELL
$77.53 - $105.04 $186,459 - $252,621
-2,405 Closed
0 $0
Q1 2022

Apr 14, 2022

BUY
$90.78 - $115.41 $90 - $115
1 Added 0.04%
2,405 $248,000
Q4 2021

Jan 25, 2022

BUY
$100.11 - $117.09 $200 - $234
2 Added 0.08%
2,404 $276,000
Q3 2021

Oct 18, 2021

BUY
$98.99 - $108.87 $197 - $217
2 Added 0.08%
2,402 $243,000
Q2 2021

Jul 28, 2021

BUY
$86.67 - $99.76 $173 - $199
2 Added 0.08%
2,400 $239,000
Q1 2021

Apr 19, 2021

SELL
$82.45 - $93.1 $4,617 - $5,213
-56 Reduced 2.28%
2,398 $210,000
Q4 2020

Jan 27, 2021

BUY
$73.15 - $85.83 $179,510 - $210,626
2,454 New
2,454 $209,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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