Alta Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History
Alta Wealth Advisors LLC
- $276 Million
- Q3 2025
A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 1,820 shares of IWB stock, worth $669,541. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,820
Previous 1,887
3.55%
Holding current value
$669,541
Previous $640,000
3.91%
% of portfolio
0.24%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,615Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio