Bordeaux Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History
Bordeaux Wealth Advisors LLC
- $538 Million
- Q1 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 48,639 shares of IWB stock, worth $15.8 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
48,639
Previous 48,639
-0.0%
Holding current value
$15.8 Million
Previous $15.7 Million
4.79%
% of portfolio
2.77%
Previous 2.53%
Shares
11 transactions
Others Institutions Holding IWB
# of Institutions
1,496Shares Held
96.1MCall Options Held
66.9KPut Options Held
199K-
Jones Financial Companies Lllp10.2MShares$3.32 Billion1.05% of portfolio
-
Envestnet Asset Management Inc4.47MShares$1.45 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.35 Billion0.11% of portfolio
-
M&T Bank Corp2.81MShares$914 Million3.19% of portfolio
-
Northern Trust Corp Chicago, IL2.72MShares$884 Million0.13% of portfolio