Ivc Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History
Ivc Wealth Advisors LLC
- $221 Million
- Q3 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,420 shares of IYW stock, worth $279,001. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,420
Previous 1,345
5.58%
Holding current value
$279,001
Previous $233,000
19.31%
% of portfolio
0.13%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,329Shares Held
86.7MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio