Confluence Wealth Services, Inc. Ishares Russell 1000 Gr ETF Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 281,103 shares of IWF stock, worth $122 Million. This represents 7.05% of its overall portfolio holdings.
Number of Shares
281,103
Previous 270,474
3.93%
Holding current value
$122 Million
Previous $97.7 Million
21.38%
% of portfolio
7.05%
Previous 6.44%
Shares
15 transactions
Others Institutions Holding IWF
# of Institutions
2,491Shares Held
227MCall Options Held
356KPut Options Held
86.1K-
Bank Of America Corp Charlotte, NC30.4MShares$13.2 Billion0.91% of portfolio
-
Morgan Stanley New York, NY24.9MShares$10.8 Billion0.66% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX17.9MShares$7.72 Billion0.85% of portfolio
-
Goldman Sachs Group Inc New York, NY9.69MShares$4.19 Billion0.59% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$2.94 Billion0.19% of portfolio