Cherrydale Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Cherrydale Wealth Management, LLC
- $244 Million
- Q3 2024
A detailed history of Cherrydale Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 758 shares of IWB stock, worth $246,312. This represents 0.1% of its overall portfolio holdings.
Number of Shares
758
Previous 756
0.26%
Holding current value
$246,312
Previous $224,000
6.25%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.02 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.38 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.18 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.01 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$916 Million0.07% of portfolio