West Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History
West Wealth Group, LLC
- $306 Million
- Q3 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 70,815 shares of IYW stock, worth $11.7 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
70,815
Previous 69,740
1.54%
Holding current value
$11.7 Million
Previous $10.5 Million
2.3%
% of portfolio
3.51%
Previous 3.74%
Shares
12 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$1.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$969 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$748 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$706 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio