Intrepid Financial Planning Group LLC Ishares Dj Us Tech ETF Transaction History
Intrepid Financial Planning Group LLC
- $235 Million
- Q3 2025
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 8,282 shares of IYW stock, worth $1.65 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
8,282
Previous 7,330
12.99%
Holding current value
$1.65 Million
Previous $1.27 Million
27.72%
% of portfolio
0.69%
Previous 0.57%
Shares
10 transactions
Others Institutions Holding IYW
# of Institutions
1,365Shares Held
67.2MCall Options Held
103KPut Options Held
183K-
Morgan Stanley New York, NY5.59MShares$1.11 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$879 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.33MShares$862 Million13.06% of portfolio
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Lpl Financial LLC Fort Mill, SC3.6MShares$717 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY3MShares$598 Million0.04% of portfolio