Fermata Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 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 3,074 shares of IWB stock, worth $958,442. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,074
Previous 2,965
3.68%
Holding current value
$958,442
Previous $854,000
7.03%
% of portfolio
0.22%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.77 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$986 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$872 Million0.07% of portfolio