Waypoint Wealth Counsel Ishares Russell 3000 ETF Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 3,763 shares of IWV stock, worth $1.18 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
3,763
Previous 3,753
0.27%
Holding current value
$1.18 Million
Previous $1.13 Billion
3.12%
% of portfolio
0.89%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding IWV
# of Institutions
831Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.07MShares$648 Million13.22% of portfolio
-
Morgan Stanley New York, NY1.22MShares$380 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$337 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$323 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$292 Million0.03% of portfolio