Ropes Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 5,909 shares of IYW stock, worth $959,444. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,909
Previous 6,539
9.63%
Holding current value
$959,444
Previous $711,000
12.94%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding IYW
# of Institutions
1,151Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.74 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$951 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$734 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$693 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$671 Million0.29% of portfolio