Elevate Wealth Advisory, Inc Ishares Dj Us Tech ETF Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 545 shares of IYW stock, worth $98,089. This represents 0.07% of its overall portfolio holdings.
Number of Shares
545
Previous 545
-0.0%
Holding current value
$98,089
Previous $76.5 Million
23.38%
% of portfolio
0.07%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,253Shares Held
86.3MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.82 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.07 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$960 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$815 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$807 Million0.05% of portfolio