Ascent Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History
Ascent Wealth Partners, LLC
- $735 Million
- Q1 2025
A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 167,181 shares of IWF stock, worth $60.7 Million. This represents 8.21% of its overall portfolio holdings.
Number of Shares
167,181
Previous 161,952
3.23%
Holding current value
$60.7 Million
Previous $65 Million
7.18%
% of portfolio
8.21%
Previous 8.84%
Shares
46 transactions
Others Institutions Holding IWF
# of Institutions
2,448Shares Held
213MCall Options Held
404KPut Options Held
103K-
Bank Of America Corp Charlotte, NC30.6MShares$11.1 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.73 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.49 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.58 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.25 Billion0.47% of portfolio