Core Wealth Management, Inc. Ishares Russell 3000 ETF Transaction History
Core Wealth Management, Inc.
- $231 Billion
- Q1 2024
A detailed history of Core Wealth Management, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Core Wealth Management, Inc. holds 1,416 shares of IWV stock, worth $442,429. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,416
Previous 1,408
0.57%
Holding current value
$442,429
Previous $385 Million
10.25%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding IWV
# of Institutions
804Shares Held
25.2MCall Options Held
24.2KPut Options Held
10.5K-
Scs Capital Management LLC Boston, MA2.07MShares$647 Million13.28% of portfolio
-
Morgan Stanley New York, NY1.22MShares$381 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.06MShares$331 Million0.06% of portfolio
-
Black Rock Inc. New York, NY958KShares$299 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$291 Million0.03% of portfolio