Resurgent Financial Advisors LLC Ishares Dj Us Tech ETF Transaction History
Resurgent Financial Advisors LLC
- $161 Million
- Q1 2025
A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 2,889 shares of IYW stock, worth $524,180. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,889
Previous 2,809
2.85%
Holding current value
$524,180
Previous $448,000
9.6%
% of portfolio
0.25%
Previous 0.27%
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$1.84 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$968 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$822 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$814 Million0.05% of portfolio