Andrews, Lucia Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 711 shares of IWF stock, worth $332,698. This represents 0.2% of its overall portfolio holdings.
Number of Shares
711
Previous 711
-0.0%
Holding current value
$332,698
Previous $299,000
9.36%
% of portfolio
0.2%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding IWF
# of Institutions
2,560Shares Held
207MCall Options Held
483KPut 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