One Wealth Management Investment & Advisory Services, LLC Ishares Dj Us Tech ETF Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$124.75 - $153.46 $135,104 - $166,197	-1,083 Reduced 4.41%	23,465 $3.53 Billion
Q1 2024 May 14, 2024	BUY	$117.5 - $136.59 $136,770 - $158,990	1,164 Added 4.98%	24,548 $3.32 Billion
Q4 2023 Jan 25, 2024	BUY	$101.31 - $123.31 $2.37 Million - $2.88 Million	23,384 New	23,384 $2.87 Billion

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

Envestnet Asset Management Inc

10.7M
Shares

$1.7 Billion
0.54% of portfolio
Morgan Stanley New York, NY

5.86M
Shares

$930 Million
0.07% of portfolio
Pgim Custom Harvest LLC Newark, NJ

4.52M
Shares

$718 Million
14.02% of portfolio
Bank Of America Corp Charlotte, NC

4.27M
Shares

$678 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

4.13M
Shares

$656 Million
0.29% of portfolio

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.

Account