Beacon Financial Advisory LLC Ishares Russell 3000 ETF Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding IWV
# of Institutions
851Shares Held
26.8MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$668 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$367 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$367 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$354 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC944KShares$324 Million0.03% of portfolio