Dynasty Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 9,965 shares of IWB stock, worth $3.24 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,965
Previous 9,895
0.71%
Holding current value
$3.24 Million
Previous $2.94 Billion
6.41%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.02 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.39 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.18 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.01 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$918 Million0.07% of portfolio