Lakeshore Financial Planning, Inc. Ishares Dj Us Tech ETF Transaction History
Lakeshore Financial Planning, Inc.
- $249 Billion
- Q2 2025
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 16,207 shares of IYW stock, worth $2.94 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
16,207
Previous 1,956
728.58%
Holding current value
$2.94 Million
Previous $275 Million
922.06%
% of portfolio
1.13%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,257Shares Held
86.2MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.84 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$968 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$822 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$814 Million0.05% of portfolio