Bms Financial Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 9,660 shares of IYW stock, worth $1.92 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,660
Previous 19,226
49.76%
Holding current value
$1.92 Million
Previous $1.78 Million
41.09%
% of portfolio
0.71%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,365Shares Held
67.2MCall Options Held
103KPut Options Held
183K-
Morgan Stanley New York, NY5.59MShares$1.11 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$879 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.33MShares$862 Million13.06% of portfolio
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Lpl Financial LLC Fort Mill, SC3.6MShares$717 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY3MShares$598 Million0.04% of portfolio