Old North State Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Old North State Wealth Management, LLC
- $192 Billion
- Q2 2025
A detailed history of Old North State Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 3,293 shares of IYW stock, worth $596,164. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,293
Previous 3,355
1.85%
Holding current value
$596,164
Previous $472 Million
21.14%
% of portfolio
0.3%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding IYW
# of Institutions
1,257Shares Held
86.2MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.83 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$966 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$820 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$812 Million0.05% of portfolio