Connecticut Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,580 shares of IWB stock, worth $1.12 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,580
Previous 3,559
0.59%
Holding current value
$1.12 Million
Previous $1.03 Million
3.9%
% of portfolio
0.06%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.77 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$986 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$872 Million0.07% of portfolio