Legacy Financial Advisors, Inc. Ishares Dj Us Tech ETF Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,739 shares of IYW stock, worth $538,158. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,739
Previous 2,739
-0.0%
Holding current value
$538,158
Previous $384,000
23.44%
% of portfolio
0.09%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,340Shares Held
84MCall Options Held
281KPut Options Held
225K-
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