Curtis Advisory Group, LLC Ishares Russell 1000 Gr ETF Transaction History
Curtis Advisory Group, LLC
- $420 Million
- Q3 2025
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 50,598 shares of IWF stock, worth $23.8 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
50,598
Previous 50,552
0.09%
Holding current value
$23.8 Million
Previous $21.5 Million
10.42%
% of portfolio
5.64%
Previous 5.67%
Shares
24 transactions
Others Institutions Holding IWF
# of Institutions
2,630Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio