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 $2.91 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
14,493Holding current value
$2.91 Million% of portfolio
2.07%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,316Shares Held
88.8MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.87 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.19 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC5.42MShares$1.09 Billion0.33% of portfolio
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Bank Of America Corp Charlotte, NC4.61MShares$925 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.36MShares$876 Million15.71% of portfolio