Potentia Wealth Ishares Dj Us Tech ETF Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Potentia Wealth holds 1,808 shares of IYW stock, worth $258,236. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,808

Holding current value

$258,236

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$148.14 - $166.23 $267,837 - $300,543	1,808 New	1,808 $288 Million

Others Institutions Holding IYW

# of Institutions

1,234

Shares Held

85.3M

Call Options Held

118K

Put Options Held

62.6K

Envestnet Asset Management Inc

10.1M
Shares

$1.45 Billion
0.48% of portfolio
Morgan Stanley New York, NY

5.85M
Shares

$836 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

5.34M
Shares

$762 Million
0.3% of portfolio
Pgim Custom Harvest LLC Newark, NJ

4.34M
Shares

$619 Million
13.63% of portfolio
Bank Of America Corp Charlotte, NC

4.3M
Shares

$614 Million
0.06% of portfolio

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Account