Shared Vision Wealth Group LLC Ishares Dj Us Tech ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 18,946 shares of IYW stock, worth $3.09 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
18,946
Previous 18,839
0.57%
Holding current value
$3.09 Million
Previous $2.84 Billion
1.32%
% of portfolio
1.53%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.75 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$954 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$737 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$696 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$674 Million0.29% of portfolio