Clientfirst Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History
Clientfirst Wealth Management, LLC
- $87.5 Million
- Q1 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 841 shares of IWO stock, worth $226,750. This represents 0.24% of its overall portfolio holdings.
Number of Shares
841
Previous 842
0.12%
Holding current value
$226,750
Previous $242,000
11.57%
% of portfolio
0.24%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding IWO
# of Institutions
1,090Shares Held
33.2MCall Options Held
40.4KPut Options Held
33.2K-
Bank Of America Corp Charlotte, NC3.85MShares$1.04 Billion0.08% of portfolio
-
Morgan Stanley New York, NY2.62MShares$706 Million0.05% of portfolio
-
Barings LLC1.62MShares$438 Million10.87% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.5MShares$405 Million1.2% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$370 Million1.21% of portfolio