Montis Financial, LLC Ishares Dj Us Tech ETF Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Montis Financial, LLC holds 16,753 shares of IYW stock, worth $2.59 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
16,753
Previous 19,943
16.0%
Holding current value
$2.59 Million
Previous $3.02 Million
11.61%
% of portfolio
0.83%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,240Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.58 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$905 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$790 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$671 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$665 Million0.06% of portfolio