Clientfirst Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Clientfirst Wealth Management, LLC
- $98.1 Million
- Q4 2024
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 28,264 shares of IWF stock, worth $11.4 Million. This represents 11.57% of its overall portfolio holdings.
Number of Shares
28,264
Previous 28,339
0.26%
Holding current value
$11.4 Million
Previous $7.54 Million
50.59%
% of portfolio
11.57%
Previous 9.12%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,447Shares Held
210MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$12.4 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$9.74 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.89 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.88 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.51 Billion0.47% of portfolio