9258 Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,642 shares of IYW stock, worth $266,726. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,642
Previous 1,642
-0.0%
Holding current value
$266,726
Previous $247,000
0.4%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,214Shares Held
84.9MCall Options Held
76.9KPut Options Held
34.3K-
Envestnet Asset Management Inc10.2MShares$1.66 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$951 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$830 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$734 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$694 Million0.05% of portfolio