Clientfirst Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 28,339 shares of IWF stock, worth $11.7 Million. This represents 9.12% of its overall portfolio holdings.
Number of Shares
28,339
Previous 28,339
-0.0%
Holding current value
$11.7 Million
Previous $7.8 Million
3.35%
% of portfolio
9.12%
Previous 9.17%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,217Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.4 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.7 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$4.03 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.8 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.59 Billion0.52% of portfolio