Capstone Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 695,547 shares of IWB stock, worth $229 Million. This represents 13.47% of its overall portfolio holdings.
Number of Shares
695,547
Previous 688,502
1.02%
Holding current value
$229 Million
Previous $205 Million
6.74%
% of portfolio
13.47%
Previous 13.54%
Shares
19 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.05 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.4 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.02 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$928 Million0.07% of portfolio