West Wealth Group, LLC Ishares Dj Us Tech ETF Transaction History
West Wealth Group, LLC
- $280 Million
- Q2 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 69,740 shares of IYW stock, worth $10.4 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
69,740
Previous 68,029
2.52%
Holding current value
$10.4 Million
Previous $9.19 Million
14.24%
% of portfolio
3.74%
Previous 3.43%
Shares
11 transactions
Others Institutions Holding IYW
# of Institutions
1,102Shares Held
82.5MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.76 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$867 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$688 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$656 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$600 Million0.31% of portfolio