Simplicity Wealth,Llc Ishares Dj Us Tech ETF Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 23,844 shares of IYW stock, worth $4.68 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
23,844
Previous 12,990
83.56%
Holding current value
$4.68 Million
Previous $1.83 Million
126.11%
% of portfolio
0.18%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding IYW
# of Institutions
1,334Shares Held
86MCall Options Held
281KPut Options Held
235K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
-
Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio