Advocacy Wealth Management Services, LLC Ishares Dj Us Tech ETF Transaction History
Advocacy Wealth Management Services, LLC
- $1.29 Billion
- Q2 2025
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 191,964 shares of IYW stock, worth $37.7 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
191,964
Previous 192,302
0.18%
Holding current value
$37.7 Million
Previous $27 Million
23.16%
% of portfolio
2.57%
Previous 2.27%
Shares
7 transactions
Others Institutions Holding IYW
# of Institutions
1,338Shares Held
84.7MCall Options Held
281KPut Options Held
225K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio