Andrews, Lucia Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History
Andrews, Lucia Wealth Management LLC
- $150 Million
- Q3 2024
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,696 shares of IWB stock, worth $1.84 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
5,696
Previous 11,392
50.0%
Holding current value
$1.84 Million
Previous $3.39 Million
47.18%
% of portfolio
1.19%
Previous 2.38%
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,374Shares Held
93.3MCall Options Held
221KPut 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 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$909 Million0.07% of portfolio