Wealth Plan Investment Management, LLC Ishares Dj Us Tech ETF Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,515 shares of IYW stock, worth $1.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,515

Previous 18,113 64.03%

Holding current value

$1.3 Million

Previous $3.14 Million 59.34%

% of portfolio

0.09%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$171.38 - $197.01 $1.99 Million - $2.28 Million	-11,598 Reduced 64.03%	6,515 $1.28 Million
Q2 2025 Jul 28, 2025	BUY	$122.57 - $173.27 $2.22 Million - $3.14 Million	18,113 New	18,113 $3.14 Million
Q3 2023 Nov 09, 2023	BUY	$103.39 - $113.67 $387,505 - $426,035	3,748 New	3,748 $393,000
Q4 2022 Feb 15, 2023	BUY	$71.52 - $81.72 $4,148 - $4,739	58 Added 0.79%	7,393 $550,000
Q3 2022 Dec 12, 2022	BUY	$73.37 - $94.5 $229,501 - $295,596	3,128 Added 74.35%	7,335 $567,000

Q1 2022 Sep 07, 2022	BUY	$90.78 - $115.41 $381,911 - $485,529	4,207 New	4,207 $377,000

Others Institutions Holding IYW

# of Institutions

1,366

Shares Held

67.2M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Wealth Plan Investment Management, LLC Ishares Dj Us Tech ETF Transaction History