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 $1.6 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,660
Previous 19,226
49.76%
Holding current value
$1.6 Million
Previous $1.78 Million
41.09%
% of portfolio
0.71%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$969 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$748 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$707 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio