Stonebridge Financial Planning Group, LLC Ishares Dj Us Tech ETF Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 60,591 shares of IYW stock, worth $12.1 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares
60,591
Previous 61,354 1.24%
Holding current value
$12.1 Million
Previous $10.6 Million 11.64%
% of portfolio
4.68%
Previous 4.65%

Shares

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

Nov 17, 2025
SELL
$171.38 - $197.01 $130,762 - $150,318
-763 Reduced 1.24%
60,591 $11.9 Million
Q2 2025

Aug 05, 2025
SELL
$122.57 - $173.27 $217,561 - $307,554
-1,775 Reduced 2.81%
61,354 $10.6 Million
Q1 2025

May 08, 2025
SELL
$140.44 - $166.79 $852,049 - $1.01 Million
-6,067 Reduced 8.77%
63,129 $8.87 Million
Q4 2024

Feb 18, 2025
SELL
$148.14 - $166.23 $508,416 - $570,501
-3,432 Reduced 4.73%
69,196 $11 Million
Q3 2024

Nov 08, 2024
SELL
$133.16 - $158.73 $234,228 - $279,206
-1,759 Reduced 2.36%
72,628 $11 Million
Q2 2024

Aug 07, 2024
SELL
$124.75 - $153.46 $192,489 - $236,788
-1,543 Reduced 2.03%
74,387 $11.2 Million
Q1 2024

May 13, 2024
SELL
$117.5 - $136.59 $420,297 - $488,582
-3,577 Reduced 4.5%
75,930 $10.3 Million
Q4 2023

Feb 05, 2024
SELL
$101.31 - $123.31 $495,811 - $603,479
-4,894 Reduced 5.8%
79,507 $9.76 Million
Q3 2023

Nov 07, 2023
SELL
$103.39 - $113.67 $220,324 - $242,230
-2,131 Reduced 2.46%
84,401 $8.86 Million
Q2 2023

Aug 11, 2023
SELL
$88.68 - $109.37 $149,425 - $184,288
-1,685 Reduced 1.91%
86,532 $9.42 Million
Q1 2023

May 03, 2023
SELL
$72.54 - $92.81 $505,313 - $646,514
-6,966 Reduced 7.32%
88,217 $8.19 Million
Q4 2022

Jan 18, 2023
SELL
$71.52 - $81.72 $135,458 - $154,777
-1,894 Reduced 1.95%
95,183 $0
Q3 2022

Oct 31, 2022
SELL
$73.37 - $94.5 $84,668 - $109,053
-1,154 Reduced 1.17%
97,077 $7.12 Million
Q2 2022

Aug 01, 2022
SELL
$77.53 - $105.04 $760,336 - $1.03 Million
-9,807 Reduced 9.08%
98,231 $7.85 Million
Q1 2022

May 10, 2022
BUY
$90.78 - $115.41 $281,871 - $358,348
3,105 Added 2.96%
108,038 $11.1 Million
Q4 2021

Feb 02, 2022
BUY
$100.11 - $117.09 $132,545 - $155,027
1,324 Added 1.28%
104,933 $10.7 Million
Q3 2021

Nov 08, 2021
BUY
$98.99 - $108.87 $128,291 - $141,095
1,296 Added 1.27%
103,609 $11.6 Million
Q2 2021

Jul 28, 2021
SELL
$86.67 - $99.76 $33,801 - $38,906
-390 Reduced 0.38%
102,313 $10.4 Million
Q1 2021

May 06, 2021
SELL
$82.45 - $93.1 $394,688 - $445,669
-4,787 Reduced 4.45%
102,703 $9.6 Million
Q4 2020

Jan 27, 2021
BUY
$73.15 - $85.83 $5.97 Million - $7 Million
81,580 Added 314.86%
107,490 $9.15 Million
Q3 2020

Oct 26, 2020
BUY
$67.71 - $82.47 $116,461 - $141,848
1,720 Added 7.11%
25,910 $8.18 Million
Q2 2020

Jul 24, 2020
BUY
$48.73 - $67.63 $45,026 - $62,490
924 Added 3.97%
24,190 $6.58 Million
Q1 2020

Apr 15, 2020
BUY
$45.35 - $65.22 $21,858 - $31,436
482 Added 2.12%
23,266 $5.02 Million
Q4 2019

Feb 07, 2020
BUY
$49.62 - $58.5 $1.13 Million - $1.33 Million
22,784 New
22,784 $5.3 Million

Others Institutions Holding IYW

# of Institutions
1,365
Shares Held
67.2M
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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