Forthright Family Wealth Advisory LLC Ishares Russell 1000 Gr ETF Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 2,046 shares of IWF stock, worth $899,994. This represents 0.55% of its overall portfolio holdings.
Number of Shares
2,046
Previous 2,046
-0.0%
Holding current value
$899,994
Previous $821,000
10.11%
% of portfolio
0.55%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,492Shares Held
227MCall Options Held
356KPut Options Held
86.1K-
Bank Of America Corp Charlotte, NC30.4MShares$13.4 Billion0.91% of portfolio
-
Morgan Stanley New York, NY24.9MShares$10.9 Billion0.66% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX17.9MShares$7.85 Billion0.85% of portfolio
-
Goldman Sachs Group Inc New York, NY9.69MShares$4.26 Billion0.59% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$2.99 Billion0.19% of portfolio