Fsm Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 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 3,435 shares of IWB stock, worth $1.26 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,435
Previous 3,311
3.75%
Holding current value
$1.26 Million
Previous $1.12 Million
11.65%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,622Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio