Form Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Form Wealth Advisors, LLC
- $827 Billion
- Q2 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 2,026 shares of IWB stock, worth $709,403. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,026
Previous 1,717
18.0%
Holding current value
$709,403
Previous $527 Million
30.63%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,528Shares Held
98MCall Options Held
66.9KPut Options Held
199K-
Jones Financial Companies Lllp10.2MShares$3.59 Billion2.83% of portfolio
-
Envestnet Asset Management Inc4.47MShares$1.56 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.45 Billion0.11% of portfolio
-
M&T Bank Corp2.81MShares$985 Million3.19% of portfolio
-
Northern Trust Corp Chicago, IL2.72MShares$952 Million0.13% of portfolio