Lifeworks Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 2,814 shares of IYW stock, worth $436,732. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,814
Previous 2,786
1.01%
Holding current value
$436,732
Previous $376,000
12.5%
% of portfolio
0.12%
Previous 0.11%
Shares
2 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