Capstone Financial Advisors, Inc. Ishares Russell 3000 ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.72 Billion
- Q2 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 2,341 shares of IWV stock, worth $846,482. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,341
Previous 2,335
0.26%
Holding current value
$846,482
Previous $741,000
10.8%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding IWV
# of Institutions
908Shares Held
26.4MCall Options Held
16.1KPut Options Held
8.2K-
Scs Capital Management LLC Boston, MA1.9MShares$688 Million7.73% of portfolio
-
Morgan Stanley New York, NY1.16MShares$420 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.13MShares$409 Million0.05% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$374 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY918KShares$332 Million0.05% of portfolio