Summit Financial Consulting LLC Ishares Dj Us Tech ETF Transaction History
Summit Financial Consulting LLC
- $108 Billion
- Q1 2025
A detailed history of Summit Financial Consulting LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Summit Financial Consulting LLC holds 36,761 shares of IYW stock, worth $5.25 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
36,761Holding current value
$5.25 Million% of portfolio
4.79%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,238Shares Held
84.5MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.1MShares$1.45 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.85MShares$836 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC5.11MShares$730 Million0.34% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.34MShares$619 Million13.63% of portfolio
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Bank Of America Corp Charlotte, NC4.3MShares$614 Million0.06% of portfolio