Peak Financial Management, Inc. Ishares Dj Us Tech ETF Transaction History
Peak Financial Management, Inc.
- $338 Million
- Q2 2025
A detailed history of Peak Financial Management, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 1,431 shares of IYW stock, worth $263,189. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,431
Previous 1,431
-0.0%
Holding current value
$263,189
Previous $200,000
23.5%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,281Shares Held
84.8MCall Options Held
339KPut Options Held
154K-
Envestnet Asset Management Inc9.3MShares$1.71 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.09 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$996 Million0.33% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$833 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$825 Million0.05% of portfolio