Bordeaux Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History
Bordeaux Wealth Advisors LLC
- $538 Million
- Q1 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 $2.29 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,600
Previous 12,600
-0.0%
Holding current value
$2.29 Million
Previous $2.01 Million
11.95%
% of portfolio
0.33%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,257Shares Held
86.2MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.84 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$968 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$822 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$814 Million0.05% of portfolio