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 $246,646. This represents 0.03% of its overall portfolio holdings.
Number of Shares
734
Previous 740
0.81%
Holding current value
$246,646
Previous $220,000
4.55%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,460Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.27 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.57 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.38 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$1.04 Billion0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$901 Million0.13% of portfolio