5 T Wealth, LLC Ishares Dj Us Tech ETF Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 4,251 shares of IYW stock, worth $678,757. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,251

Holding current value

$678,757

% of portfolio

0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$148.14 - $166.23 $629,743 - $706,643	4,251 New	4,251 $678 Million

Others Institutions Holding IYW

# of Institutions

1,187

Shares Held

81.4M

Call Options Held

76.9K

Put Options Held

33.6K

Envestnet Asset Management Inc

10.7M
Shares

$1.71 Billion
0.54% of portfolio
Morgan Stanley New York, NY

5.86M
Shares

$935 Million
0.07% of portfolio
Pgim Custom Harvest LLC Newark, NJ

4.52M
Shares

$722 Million
14.02% of portfolio
Bank Of America Corp Charlotte, NC

4.27M
Shares

$682 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

4.13M
Shares

$660 Million
0.29% of portfolio

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account