Goal Vest Advisory LLC Ishares Dj Us Tech ETF Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q1 2025
A detailed history of Goal Vest Advisory LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 270 shares of IYW stock, worth $35,459. This represents 0.01% of its overall portfolio holdings.
Number of Shares
270
Previous 270
-0.0%
Holding current value
$35,459
Previous $43,000
13.95%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,243Shares Held
85MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.34 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$769 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$671 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$570 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$564 Million0.06% of portfolio