A detailed history of Westwood Wealth Management transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Westwood Wealth Management holds 11,775 shares of IYW stock, worth $1.95 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
11,775
Previous 12,050 2.28%
Holding current value
$1.95 Million
Previous $1.81 Million 1.54%
% of portfolio
0.7%
Previous 0.73%

Shares

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

Nov 12, 2024

SELL
$133.16 - $158.73 $36,619 - $43,650
-275 Reduced 2.28%
11,775 $1.79 Million
Q2 2024

Aug 14, 2024

SELL
$124.75 - $153.46 $623 - $767
-5 Reduced 0.04%
12,050 $1.81 Million
Q1 2024

May 01, 2024

SELL
$117.5 - $136.59 $97,525 - $113,369
-830 Reduced 6.44%
12,055 $1.63 Million
Q4 2023

Feb 12, 2024

SELL
$101.31 - $123.31 $1,013 - $1,233
-10 Reduced 0.08%
12,885 $1.58 Million
Q3 2023

Nov 08, 2023

SELL
$103.39 - $113.67 $1,033 - $1,136
-10 Reduced 0.08%
12,895 $1.35 Million
Q2 2023

Jul 26, 2023

SELL
$88.68 - $109.37 $886 - $1,093
-10 Reduced 0.08%
12,905 $1.4 Million
Q1 2023

Apr 25, 2023

SELL
$72.54 - $92.81 $7,254 - $9,281
-100 Reduced 0.77%
12,915 $1.2 Million
Q4 2022

Feb 14, 2023

BUY
$71.52 - $81.72 $4,648 - $5,311
65 Added 0.5%
13,015 $969,000
Q3 2022

Nov 14, 2022

SELL
$73.37 - $94.5 $7,337 - $9,450
-100 Reduced 0.77%
12,950 $950,000
Q2 2022

Aug 05, 2022

SELL
$77.53 - $105.04 $122,497 - $165,963
-1,580 Reduced 10.8%
13,050 $1.04 Million
Q1 2022

May 11, 2022

SELL
$90.78 - $115.41 $612,765 - $779,017
-6,750 Reduced 31.57%
14,630 $1.51 Million
Q4 2021

Feb 14, 2022

BUY
$100.11 - $117.09 $2.14 Million - $2.5 Million
21,380 New
21,380 $2.46 Million

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


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