Beacon Harbor Wealth Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $407 Million
- Q4 2024
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 872 shares of IWB stock, worth $275,438. This represents 0.07% of its overall portfolio holdings.
Number of Shares
872
Previous 808
7.92%
Holding current value
$275,438
Previous $254,000
10.24%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IWB
# of Institutions
1,470Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.08 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.48 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.29 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$974 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$847 Million0.13% of portfolio