A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,682 shares of IYW stock, worth $1.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,682
Previous 40,690 76.21%
Holding current value
$1.6 Million
Previous $6.12 Million 76.04%
% of portfolio
0.06%
Previous 0.25%

Shares

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

Oct 22, 2024

SELL
$133.16 - $158.73 $4.13 Million - $4.92 Million
-31,008 Reduced 76.21%
9,682 $1.47 Million
Q2 2024

Jul 11, 2024

BUY
$124.75 - $153.46 $196,231 - $241,392
1,573 Added 4.02%
40,690 $6.12 Million
Q1 2024

May 10, 2024

BUY
$117.5 - $136.59 $14,687 - $17,073
125 Added 0.32%
39,117 $5.28 Million
Q4 2023

Feb 06, 2024

BUY
$101.31 - $123.31 $2.94 Million - $3.58 Million
29,026 Added 291.25%
38,992 $4.79 Million
Q3 2023

Oct 19, 2023

SELL
$103.39 - $113.67 $122,413 - $134,585
-1,184 Reduced 10.62%
9,966 $1.05 Million
Q2 2023

Aug 04, 2023

BUY
$88.68 - $109.37 $121,757 - $150,165
1,373 Added 14.04%
11,150 $1.21 Million
Q1 2023

May 11, 2023

BUY
$72.54 - $92.81 $240,687 - $307,943
3,318 Added 51.37%
9,777 $907,000
Q4 2022

Feb 03, 2023

BUY
$71.52 - $81.72 $209,052 - $238,867
2,923 Added 82.66%
6,459 $481,000
Q3 2022

Nov 01, 2022

SELL
$73.37 - $94.5 $39,986 - $51,502
-545 Reduced 13.35%
3,536 $259,000
Q2 2022

Aug 12, 2022

BUY
$77.53 - $105.04 $42,641 - $57,772
550 Added 15.58%
4,081 $326,000
Q1 2022

May 12, 2022

BUY
$90.78 - $115.41 $15,160 - $19,273
167 Added 4.96%
3,531 $364,000
Q4 2021

Jan 21, 2022

SELL
$100.11 - $117.09 $700 - $819
-7 Reduced 0.21%
3,364 $386,000
Q3 2021

Nov 01, 2021

BUY
$98.99 - $108.87 $333,695 - $367,000
3,371 New
3,371 $341,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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