Corepath Wealth Partners LLC Ishares Tr Russell 1000 ETF Transaction History
Corepath Wealth Partners LLC
- $118 Million
- Q2 2025
A detailed history of Corepath Wealth Partners LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Corepath Wealth Partners LLC holds 3,698 shares of IWB stock, worth $1.29 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
3,698
Previous 1,875
97.23%
Holding current value
$1.29 Million
Previous $575,000
118.26%
% of portfolio
1.07%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,536Shares Held
97.5MCall Options Held
66.9KPut Options Held
199K-
Jones Financial Companies Lllp10.2MShares$3.56 Billion2.83% of portfolio
-
Envestnet Asset Management Inc4.45MShares$1.55 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.44 Billion0.11% of portfolio
-
M&T Bank Corp2.81MShares$977 Million3.19% of portfolio
-
Northern Trust Corp Chicago, IL2.72MShares$944 Million0.13% of portfolio