Badgley Phelps Wealth Managers, LLC Ishares Tr Russell 1000 ETF Transaction History
Badgley Phelps Wealth Managers, LLC
- $4 Billion
- Q2 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 56,227 shares of IWB stock, worth $17.6 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
56,227
Previous 59,492
5.49%
Holding current value
$17.6 Million
Previous $17.1 Million
2.37%
% of portfolio
0.42%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.78 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$990 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$876 Million0.07% of portfolio