Tempus Wealth Planning, LLC Ishares Dj Us Tech ETF Transaction History
Tempus Wealth Planning, LLC
- $360 Million
- Q2 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 17,015 shares of IYW stock, worth $3.09 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
17,015
Previous 16,800
1.28%
Holding current value
$3.09 Million
Previous $2.36 Million
24.97%
% of portfolio
0.82%
Previous 0.78%
Shares
16 transactions
Others Institutions Holding IYW
# of Institutions
1,257Shares Held
86.2MCall Options Held
339KPut Options Held
144K-
Envestnet Asset Management Inc10.1MShares$1.84 Billion0.48% of portfolio
-
Morgan Stanley New York, NY5.95MShares$1.08 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.34MShares$968 Million0.3% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.53MShares$822 Million15.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.48MShares$814 Million0.05% of portfolio