Apex Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 2,170 shares of IYW stock, worth $309,984. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,170
Previous 5,318
59.2%
Holding current value
$309,984
Previous $848 Million
64.07%
% of portfolio
0.27%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,244Shares Held
84.8MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.1MShares$1.45 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.85MShares$836 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$730 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$620 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$614 Million0.06% of portfolio