Shared Vision Wealth Group LLC Ishares Dj Us Tech ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 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 18,839 shares of IYW stock, worth $2.85 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
18,839
Previous 18,777
0.33%
Holding current value
$2.85 Million
Previous $2.54 Billion
11.8%
% of portfolio
1.65%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,105Shares Held
82.4MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.79 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$878 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$696 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$664 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$607 Million0.31% of portfolio