Liberty Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 2024
A detailed history of Liberty Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 306,641 shares of IYW stock, worth $47.6 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
306,641
Previous 58,921
420.43%
Holding current value
$47.6 Million
Previous $7.95 Million
7.25%
% of portfolio
1.35%
Previous 1.55%
Shares
9 transactions
Others Institutions Holding IYW
# of Institutions
1,103Shares Held
82.4MCall Options Held
104KPut Options Held
83.3K-
Envestnet Asset Management Inc11.8MShares$1.83 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$901 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$714 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$681 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$623 Million0.31% of portfolio