Clearview Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History
Clearview Wealth Advisors LLC
- $131 Million
- Q1 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 5,595 shares of IYW stock, worth $904,711. This represents 0.6% of its overall portfolio holdings.
Number of Shares
5,595
Previous 6,037
7.32%
Holding current value
$904,711
Previous $963,000
18.48%
% of portfolio
0.6%
Previous 0.74%
Shares
15 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.64 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$963 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$863 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$732 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$725 Million0.05% of portfolio