Fsm Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Fsm Wealth Advisors, LLC

$443 Million
Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 942 shares of IWB stock, worth $286,999. This represents 0.06% of its overall portfolio holdings.

Number of Shares

942

Holding current value

$286,999

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$302.31 - $337.54 $284,776 - $317,962	942 New	942 $288,000

Others Institutions Holding IWB

# of Institutions

1,481

Shares Held

97M

Call Options Held

79.9K

Put Options Held

306K

Jones Financial Companies Lllp

9.74M
Shares

$2.97 Billion
2.99% of portfolio
Envestnet Asset Management Inc

4.47M
Shares

$1.36 Billion
0.46% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$1.25 Billion
0.11% of portfolio
M&T Bank Corp

2.81M
Shares

$857 Million
3.19% of portfolio
Northern Trust Corp Chicago, IL

2.68M
Shares

$817 Million
0.13% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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Fsm Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History