Circle Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Circle Wealth Management, LLC
- $4.34 Billion
- Q2 2024
A detailed history of Circle Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 27,421 shares of IWB stock, worth $8.75 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
27,421
Previous 27,421
-0.0%
Holding current value
$8.75 Million
Previous $7.9 Million
3.29%
% of portfolio
0.19%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding IWB
# of Institutions
1,355Shares Held
93MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.83 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.44 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.16 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1.01 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$892 Million0.07% of portfolio