Intrepid Financial Planning Group LLC Ishares Dj Us Tech ETF Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q3 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 2,880 shares of IYW stock, worth $457,228. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,880
Previous 2,955
2.54%
Holding current value
$457,228
Previous $444,000
1.8%
% of portfolio
0.19%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding IYW
# of Institutions
1,147Shares Held
84.1MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.7 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$930 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$718 Million14.02% of portfolio
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Bank Of America Corp Charlotte, NC4.27MShares$678 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$656 Million0.29% of portfolio