Schneider Downs Wealth Management Advisors, LP Ishares Dj Us Tech ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$77.53 - $105.04 $155,060 - $210,080	-2,000 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$90.78 - $115.41 $181,560 - $230,820	2,000 New	2,000 $206,000

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

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About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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