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 $1.48 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,660
Previous 19,226
49.76%
Holding current value
$1.48 Million
Previous $1.78 Million
41.09%
% of portfolio
0.71%
Previous 1.25%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,029Shares Held
78.6MCall Options Held
149KPut Options Held
98.2K-
Envestnet Asset Management Inc11.4MShares$1.75 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$890 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$665 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$585 Million0.28% of portfolio