One Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History
One Wealth Advisors, LLC
- $673 Million
- Q2 2025
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 77,759 shares of IYW stock, worth $15.3 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
77,759
Previous 82,851
6.15%
Holding current value
$15.3 Million
Previous $11.6 Million
15.8%
% of portfolio
2.0%
Previous 1.8%
Shares
15 transactions
Others Institutions Holding IYW
# of Institutions
1,327Shares Held
87MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio