Kingswood Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 46,544 shares of IYW stock, worth $9.27 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
46,544
Previous 39,233
18.63%
Holding current value
$9.27 Million
Previous $6.8 Billion
34.1%
% of portfolio
0.55%
Previous 0.54%
Shares
8 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