Montis Financial, LLC Ishares Dj Us Tech ETF Transaction History
Montis Financial, LLC
- $338 Million
- Q1 2025
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 17,253 shares of IYW stock, worth $2.91 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
17,253
Previous 16,753
2.98%
Holding current value
$2.91 Million
Previous $2.67 Million
9.32%
% of portfolio
0.72%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,230Shares Held
87MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.71 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$900 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$764 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$756 Million0.05% of portfolio