Moulton Wealth Management, Inc Ishares Dj Us Tech ETF Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 14,493 shares of IYW stock, worth $2.89 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
14,493Holding current value
$2.89 Million% of portfolio
2.07%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,365Shares Held
67.2MCall Options Held
103KPut Options Held
183K-
Morgan Stanley New York, NY5.59MShares$1.11 Billion0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.41MShares$879 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.33MShares$862 Million13.06% of portfolio
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Lpl Financial LLC Fort Mill, SC3.6MShares$717 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY3MShares$598 Million0.04% of portfolio