Lee Kelleher Wealth Management Ishares Tr Russell 1000 ETF Transaction History
Lee Kelleher Wealth Management
- $168 Billion
- Q4 2025
A detailed history of Lee Kelleher Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 997 shares of IWB stock, worth $366,776. This represents 0.22% of its overall portfolio holdings.
Number of Shares
997
Previous 1,022
2.45%
Holding current value
$366,776
Previous $374 Million
0.32%
% of portfolio
0.22%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,631Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio