Mount Yale Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 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 14,497 shares of IYW stock, worth $2.4 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,497
Previous 16,867
14.05%
Holding current value
$2.4 Million
Previous $2.56 Million
9.58%
% of portfolio
0.19%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio