Wealth Enhancement & Preservation Of Ga, LLC Ishares Dj Us Tech ETF Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$86.67 - $99.76 $19.5 Million - $22.4 Million	-224,997 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$82.45 - $93.1 $18.6 Million - $20.9 Million	224,997 New	224,997 $21.3 Million

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

$1.69 Billion
0.54% of portfolio
Morgan Stanley New York, NY

5.86M
Shares

$923 Million
0.07% of portfolio
Pgim Custom Harvest LLC Newark, NJ

4.52M
Shares

$713 Million
14.02% of portfolio
Bank Of America Corp Charlotte, NC

4.27M
Shares

$673 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

4.13M
Shares

$652 Million
0.29% of portfolio

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About ISHARES DJ US TECH ETF

Ticker IYW
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