Bordeaux Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 12,600 shares of IYW stock, worth $2.43 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,600
Previous 12,600
-0.0%
Holding current value
$2.43 Million
Previous $1.77 Million
23.4%
% of portfolio
0.28%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,316Shares Held
88.7MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.79 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.15 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.04 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$888 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$841 Million15.71% of portfolio