Mount Yale Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.25 Billion
- Q2 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 19,612 shares of IYW stock, worth $3.04 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,612
Previous 21,638
9.36%
Holding current value
$3.04 Million
Previous $2.92 Million
0.99%
% of portfolio
0.24%
Previous 0.23%
Shares
10 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