Capstone Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 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 688,502 shares of IWB stock, worth $224 Million. This represents 13.54% of its overall portfolio holdings.
Number of Shares
688,502
Previous 701,251
1.82%
Holding current value
$224 Million
Previous $202 Million
1.42%
% of portfolio
13.54%
Previous 13.57%
Shares
18 transactions
Others Institutions Holding IWB
# of Institutions
1,358Shares Held
92.7MCall Options Held
56.9KPut Options Held
46K-
Jones Financial Companies Lllp8.87MShares$2.88 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.38 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.18 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1.03 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$909 Million0.07% of portfolio