Goal Vest Advisory LLC Ishares Russell 1000 Gr ETF Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,815 shares of IWF stock, worth $756,383. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,815
Previous 1,679
8.1%
Holding current value
$756,383
Previous $612,000
11.27%
% of portfolio
0.21%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding IWF
# of Institutions
2,219Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.5 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.8 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$4.06 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.82 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.61 Billion0.52% of portfolio