Fermata Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 2,921 shares of IWB stock, worth $949,178. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,921
Previous 3,074
4.98%
Holding current value
$949,178
Previous $914,000
0.44%
% of portfolio
0.19%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.02 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.38 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$916 Million0.07% of portfolio