9258 Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 734 shares of IWB stock, worth $243,335. This represents 0.03% of its overall portfolio holdings.
Number of Shares
734
Previous 740
0.81%
Holding current value
$243,335
Previous $220,000
4.55%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,424Shares Held
94.5MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.74MShares$3.23 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.21 Billion0.1% of portfolio
-
M&T Bank Corp3.08MShares$1.02 Billion0.43% of portfolio
-
Morgan Stanley New York, NY2.82MShares$935 Million0.07% of portfolio