Concord Wealth Partners Ishares Russell 3000 ETF Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 261 shares of IWV stock, worth $89,945. This represents 0.01% of its overall portfolio holdings.
Number of Shares
261
Previous 262
0.38%
Holding current value
$89,945
Previous $80,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IWV
# of Institutions
851Shares Held
26.8MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$671 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$369 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$369 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$356 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC944KShares$325 Million0.03% of portfolio