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 $394,419. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,170
Previous 5,318
59.2%
Holding current value
$394,419
Previous $848 Million
64.07%
% of portfolio
0.27%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,277Shares Held
84.6MCall Options Held
339KPut Options Held
154K-
Envestnet Asset Management Inc9.3MShares$1.69 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$970 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$823 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$815 Million0.05% of portfolio