Fulcrum Equity Management Ishares Dj Us Tech ETF Transaction History
Fulcrum Equity Management
- $95.5 Million
- Q4 2024
A detailed history of Fulcrum Equity Management transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 7,572 shares of IYW stock, worth $991,629. This represents 1.26% of its overall portfolio holdings.
Number of Shares
7,572
Previous 7,012
7.99%
Holding current value
$991,629
Previous $1.06 Million
13.55%
% of portfolio
1.26%
Previous 0.93%
Shares
17 transactions
Others Institutions Holding IYW
# of Institutions
1,243Shares Held
85MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.33 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$766 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$669 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$568 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$563 Million0.06% of portfolio