Precedent Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 6,134 shares of IWB stock, worth $1.85 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
6,134
Previous 4,072
50.64%
Holding current value
$1.85 Million
Previous $1.07 Billion
65.46%
% of portfolio
0.76%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,295Shares Held
95.6MCall Options Held
61.3KPut Options Held
158K-
Jones Financial Companies Lllp8.56MShares$2.58 Billion3.36% of portfolio
-
Envestnet Asset Management Inc4.81MShares$1.45 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY4.42MShares$1.33 Billion0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.6MShares$1.08 Billion0.1% of portfolio
-
M&T Bank Corp3.21MShares$967 Million3.23% of portfolio