Clearview Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History
Clearview Wealth Advisors LLC
- $139 Million
- Q2 2025
A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 5,223 shares of IYW stock, worth $947,661. This represents 0.65% of its overall portfolio holdings.
Number of Shares
5,223
Previous 5,595
6.65%
Holding current value
$947,661
Previous $785,000
15.16%
% of portfolio
0.65%
Previous 0.6%
Shares
16 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