One Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
One Wealth Advisors, LLC
- $662 Million
- Q4 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 83,423 shares of IYW stock, worth $11.9 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
83,423
Previous 83,507
0.1%
Holding current value
$11.9 Million
Previous $12.7 Million
5.1%
% of portfolio
2.01%
Previous 1.98%
Shares
13 transactions
Others Institutions Holding IYW
# of Institutions
1,243Shares Held
84.2MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.45 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$832 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$727 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$617 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$611 Million0.06% of portfolio