Lakeshore Financial Planning, Inc. Ishares Dj Us Tech ETF Transaction History
Lakeshore Financial Planning, Inc.
- $227 Billion
- Q3 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 1,956 shares of IYW stock, worth $306,309. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,956
Previous 1,955
0.05%
Holding current value
$306,309
Previous $294 Million
0.75%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,159Shares Held
81.1MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.68 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$917 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$708 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$669 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$647 Million0.29% of portfolio