Forthright Family Wealth Advisory LLC Ishares Russell 1000 Gr ETF Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
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 $819,770. This represents 0.54% of its overall portfolio holdings.
Number of Shares
2,046
Previous 1,907
7.29%
Holding current value
$819,770
Previous $695 Million
21.5%
% of portfolio
0.54%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,221Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.1 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.4 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.9 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.71 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.51 Billion0.52% of portfolio