Ibex Wealth Advisors Ishares Dj Us Tech ETF Transaction History
Ibex Wealth Advisors
- $728 Million
- Q1 2025
A detailed history of Ibex Wealth Advisors transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ibex Wealth Advisors holds 12,765 shares of IYW stock, worth $1.72 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,765
Previous 13,201
3.3%
Holding current value
$1.72 Million
Previous $2.11 Million
14.73%
% of portfolio
0.25%
Previous 0.26%
Shares
14 transactions
Others Institutions Holding IYW
# of Institutions
1,244Shares Held
85.1MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.38 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$790 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$690 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$586 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$580 Million0.06% of portfolio