Shared Vision Wealth Group LLC Ishares Dj Us Tech ETF Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 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 18,248 shares of IYW stock, worth $2.88 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
18,248
Previous 18,946
3.68%
Holding current value
$2.88 Million
Previous $2.87 Billion
1.33%
% of portfolio
1.53%
Previous 1.53%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,238Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.61 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$924 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$807 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$685 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$679 Million0.06% of portfolio