Annex Advisory Services, LLC Ishares Russell 1000 Gr ETF Transaction History
Annex Advisory Services, LLC
- $4.03 Billion
- Q4 2025
A detailed history of Annex Advisory Services, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 9,265 shares of IWF stock, worth $4.36 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,265
Previous 8,969
3.3%
Holding current value
$4.36 Million
Previous $4.2 Million
3.86%
% of portfolio
0.11%
Previous 0.12%
Shares
35 transactions
Others Institutions Holding IWF
# of Institutions
2,663Shares Held
202MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ5.71MShares$2.69 Billion9.76% of portfolio