Clifford Swan Investment Counsel LLC Ishares Dj Us Tech ETF Transaction History
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 20,000 shares of IYW stock, worth $3.25 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,000
Previous 20,000
-0.0%
Holding current value
$3.25 Million
Previous $3.01 Million
0.73%
% of portfolio
0.11%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding IYW
# of Institutions
1,151Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.74 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$951 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$734 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$693 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$671 Million0.29% of portfolio