W.G. Shaheen & Associates Dba Whitney & CO Ishares Dj Us Tech ETF Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$37.1 - $48.75 $222 - $292	-6 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$39.49 - $45.74 $236 - $274	6 New	6 $1,000

Others Institutions Holding IYW

# of Institutions

1,103

Shares Held

82.4M

Call Options Held

104K

Put Options Held

83.3K

Envestnet Asset Management Inc

11.8M
Shares

$1.83 Billion
0.63% of portfolio
Morgan Stanley New York, NY

5.81M
Shares

$901 Million
0.07% of portfolio
Pgim Custom Harvest LLC Newark, NJ

4.6M
Shares

$714 Million
15.63% of portfolio
Bank Of America Corp Charlotte, NC

4.39M
Shares

$681 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

4.02M
Shares

$623 Million
0.31% of portfolio

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Account