Wealthsource Partners, LLC Ishares Dj Us Tech ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 238,192 shares of IYW stock, worth $37.3 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
238,192
Previous 175,761
35.52%
Holding current value
$37.3 Million
Previous $18.4 Million
58.56%
% of portfolio
1.92%
Previous 1.27%
Shares
21 transactions
Others Institutions Holding IYW
# of Institutions
1,031Shares Held
78.6MCall Options Held
149KPut Options Held
98.2K-
Envestnet Asset Management Inc11.4MShares$1.79 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$911 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$681 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$678 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$598 Million0.28% of portfolio