5 T Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 735 shares of IWB stock, worth $244,137. This represents 0.13% of its overall portfolio holdings.

Number of Shares

735

Holding current value

$244,137

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$311.11 - $335.64 $228,665 - $246,695	735 New	735 $237 Million

Others Institutions Holding IWB

# of Institutions

1,407

Shares Held

93.4M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.08 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.41 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.21 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.03 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$937 Million
0.07% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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