Shared Vision Wealth Group LLC Ishares Dj Us Tech ETF Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 18,777 shares of IYW stock, worth $2.98 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
18,777
Previous 17,664
6.3%
Holding current value
$2.98 Million
Previous $2.17 Billion
16.96%
% of portfolio
1.58%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,032Shares Held
78.6MCall Options Held
149KPut Options Held
98.2K-
Envestnet Asset Management Inc11.4MShares$1.82 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$923 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$690 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$687 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$606 Million0.28% of portfolio