Philip James Wealth Mangement, LLC Ishares Tr Russell 1000 ETF Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 4,033 shares of IWB stock, worth $1.19 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
4,033
Previous 4,023
0.25%
Holding current value
$1.19 Million
Previous $1.16 Billion
3.55%
% of portfolio
0.8%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,338Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.63 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.34 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.08 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$935 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$828 Million0.07% of portfolio