Balance Wealth, LLC Ishares Dj Us Tech ETF Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 12,697 shares of IYW stock, worth $1.81 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
12,697Holding current value
$1.81 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,242Shares Held
85.1MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.45 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$833 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$727 Million0.34% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.34MShares$617 Million13.63% of portfolio
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Bank Of America Corp Charlotte, NC4.3MShares$612 Million0.06% of portfolio