Bordeaux Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 12,600 shares of IYW stock, worth $2.51 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,600
Previous 12,600
-0.0%
Holding current value
$2.51 Million
Previous $1.77 Million
23.4%
% of portfolio
0.28%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,365Shares Held
67.2MCall Options Held
103KPut Options Held
183K-
Morgan Stanley New York, NY5.59MShares$1.11 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$879 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.33MShares$862 Million13.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.6MShares$717 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY3MShares$598 Million0.04% of portfolio