Connecticut Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Connecticut Wealth Management, LLC
- $2.09 Billion
- Q2 2025
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 18,232 shares of IYW stock, worth $3.35 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,232
Previous 18,232
-0.0%
Holding current value
$3.35 Million
Previous $2.56 Million
23.4%
% of portfolio
0.15%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding IYW
# of Institutions
1,301Shares Held
88.8MCall Options Held
343KPut Options Held
139K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$996 Million0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$847 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$802 Million15.71% of portfolio