Yardley Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Yardley Wealth Management LLC holds 11,268 shares of IYW stock, worth $1.65 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
11,268
Previous 2,817
300.0%
Holding current value
$1.65 Million
Previous $427,000
310.3%
% of portfolio
0.85%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,244Shares Held
84.3MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.49 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$855 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$746 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$633 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$628 Million0.06% of portfolio