M3 Advisory Group, LLC Ishares Dj Us Tech ETF Transaction History
M3 Advisory Group, LLC
- $145 Billion
- Q2 2025
A detailed history of M3 Advisory Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, M3 Advisory Group, LLC holds 7,092 shares of IYW stock, worth $1.4 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
7,092
Previous 7,194
1.42%
Holding current value
$1.4 Million
Previous $1.01 Billion
21.62%
% of portfolio
0.85%
Previous 0.8%
Shares
7 transactions
Others Institutions Holding IYW
# of Institutions
1,308Shares Held
88.9MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.84 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.07 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$909 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$861 Million15.71% of portfolio