Accretive Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History
Accretive Wealth Partners, LLC
- $294 Million
- Q2 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 39,084 shares of IWF stock, worth $18.3 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
39,084
Previous 37,625
3.88%
Holding current value
$18.3 Million
Previous $13.6 Million
22.14%
% of portfolio
5.65%
Previous 4.97%
Shares
19 transactions
Others Institutions Holding IWF
# of Institutions
2,586Shares Held
207MCall Options Held
482KPut Options Held
122K-
Bank Of America Corp Charlotte, NC29.2MShares$13.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY27.4MShares$12.8 Billion0.78% of portfolio
-
Goldman Sachs Group Inc New York, NY9.58MShares$4.48 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3.18 Billion0.19% of portfolio
-
Ubs Group Ag6.02MShares$2.82 Billion0.46% of portfolio