Capital Advisors Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Capital Advisors Wealth Management, LLC
- $481 Million
- Q1 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 66,553 shares of IWF stock, worth $24.7 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
66,553
Previous 57,806
15.13%
Holding current value
$24.7 Million
Previous $17.5 Million
27.99%
% of portfolio
4.66%
Previous 3.98%
Shares
4 transactions
Others Institutions Holding IWF
# of Institutions
2,062Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11.2 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.98 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.68 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.91 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.3 Billion0.53% of portfolio