Dougherty Wealth Advisers LLC Ishares Russell 3000 ETF Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 175 shares of IWV stock, worth $56,675. This represents 0.05% of its overall portfolio holdings.
Number of Shares
175
Previous 175
-0.0%
Holding current value
$56,675
Previous $52,000
3.85%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWV
# of Institutions
833Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.04MShares$661 Million13.21% of portfolio
-
Morgan Stanley New York, NY1.22MShares$394 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$349 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$335 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$302 Million0.03% of portfolio