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

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 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

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

Envestnet Asset Management Inc

10.7M
Shares

$1.71 Billion
0.54% of portfolio
Morgan Stanley New York, NY

5.86M
Shares

$933 Million
0.07% of portfolio
Pgim Custom Harvest LLC Newark, NJ

4.52M
Shares

$720 Million
14.02% of portfolio
Bank Of America Corp Charlotte, NC

4.27M
Shares

$681 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

4.13M
Shares

$659 Million
0.29% of portfolio

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About ISHARES DJ US TECH ETF

Ticker IYW
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