Fermata Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Fermata Advisors, LLC
- $510 Million
- Q4 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 1,929 shares of IWB stock, worth $635,393. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,929
Previous 2,921
33.96%
Holding current value
$635,393
Previous $918,000
32.35%
% of portfolio
0.12%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,391Shares Held
92.8MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.06 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.4 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.02 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$929 Million0.07% of portfolio