Crewe Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 435 shares of IWB stock, worth $145,037. This represents 0.02% of its overall portfolio holdings.

Number of Shares

435

Holding current value

$145,037

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$311.11 - $335.64 $135,332 - $146,003	435 New	435 $140,000

Others Institutions Holding IWB

# of Institutions

1,423

Shares Held

94.7M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.74M
Shares

$3.25 Billion
2.99% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.42 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.21 Billion
0.1% of portfolio
M&T Bank Corp

3.08M
Shares

$1.03 Billion
0.43% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$940 Million
0.07% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account