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 $1.91 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,660
Previous 19,226
49.76%
Holding current value
$1.91 Million
Previous $1.78 Million
41.09%
% of portfolio
0.71%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,308Shares Held
88.9MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.84 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.07 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$909 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$861 Million15.71% of portfolio