Accretive Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 916 shares of IWB stock, worth $295,199. This represents 0.12% of its overall portfolio holdings.
Number of Shares
916
Previous 916
-0.0%
Holding current value
$295,199
Previous $272,000
5.51%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,369Shares Held
93.2MCall Options Held
212KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$2.99 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.37 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.17 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1 Billion0.7% of portfolio
-
Morgan Stanley New York, NY2.82MShares$909 Million0.07% of portfolio