Westwood Wealth Management Ishares Dj Us Tech ETF Transaction History
Westwood Wealth Management
- $254 Million
- Q3 2024
A detailed history of Westwood Wealth Management transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Westwood Wealth Management holds 11,775 shares of IYW stock, worth $1.95 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
11,775
Previous 12,050
2.28%
Holding current value
$1.95 Million
Previous $1.81 Million
1.54%
% of portfolio
0.7%
Previous 0.73%
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$707 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio