Summit Financial Consulting LLC Ishares Dj Us Tech ETF Transaction History
Summit Financial Consulting LLC
- $125 Billion
- Q3 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 34,820 shares of IYW stock, worth $6.84 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
34,820Holding current value
$6.84 Million% of portfolio
5.44%Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,321Shares Held
87.7MCall 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
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Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
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Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio