Goal Vest Advisory LLC Ishares Russell 1000 Gr ETF Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
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 1,541 shares of IWF stock, worth $725,703. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,541
Previous 1,613
4.46%
Holding current value
$725,703
Previous $755,000
3.97%
% of portfolio
0.15%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding IWF
# of Institutions
2,633Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio