West Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
A detailed history of West Wealth Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 72,940 shares of IYW stock, worth $11.8 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
72,940
Previous 70,815
3.0%
Holding current value
$11.8 Million
Previous $10.7 Million
8.37%
% of portfolio
3.5%
Previous 3.51%
Shares
13 transactions
Others Institutions Holding IYW
# of Institutions
1,197Shares Held
83.6MCall Options Held
76.9KPut Options Held
33.6K-
Envestnet Asset Management Inc10.7MShares$1.74 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$949 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$732 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$692 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$669 Million0.29% of portfolio