Bms Financial Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 9,660 shares of IYW stock, worth $1.56 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,660
Previous 19,226
49.76%
Holding current value
$1.56 Million
Previous $1.78 Million
41.09%
% of portfolio
0.71%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,236Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.65 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$945 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$826 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$701 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$694 Million0.06% of portfolio