Aegis Wealth Management LLC Ishares Russell 3000 ETF Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 2,750 shares of IWV stock, worth $920,095. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,750Holding current value
$920,095% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding IWV
# of Institutions
902Shares Held
26.5MCall Options Held
16.1KPut Options Held
8.2K-
Scs Capital Management LLC Boston, MA1.9MShares$637 Million7.73% of portfolio
-
Morgan Stanley New York, NY1.16MShares$388 Million0.03% of portfolio
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Northern Trust Corp Chicago, IL1.13MShares$379 Million0.05% of portfolio
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Black Rock Inc. New York, NY1.03MShares$346 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY918KShares$307 Million0.05% of portfolio