Heron Financial Group, LLC Ishares Russell 3000 ETF Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Heron Financial Group, LLC holds 16,453 shares of IWV stock, worth $5.56 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
16,453
Previous 16,674
1.33%
Holding current value
$5.56 Million
Previous $3.93 Million
6.65%
% of portfolio
2.26%
Previous 2.16%
Shares
6 transactions
Others Institutions Holding IWV
# of Institutions
926Shares Held
27.1MCall Options Held
17.4KPut Options Held
6.4K-
Scs Capital Management LLC Boston, MA1.75MShares$590 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$390 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$384 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$349 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$344 Million0.03% of portfolio