Source Financial Advisors LLC Ishares Dj Us Tech ETF Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 7,822 shares of IYW stock, worth $1.13 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
7,822
Previous 7,863
0.52%
Holding current value
$1.13 Million
Previous $1.06 Million
10.93%
% of portfolio
0.36%
Previous 0.32%
Shares
15 transactions
Others Institutions Holding IYW
# of Institutions
1,053Shares Held
79.4MCall Options Held
149KPut Options Held
98.6K-
Envestnet Asset Management Inc11.4MShares$1.65 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$838 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$626 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$624 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$551 Million0.28% of portfolio