Holistic Financial Partners Ishares Tr Russell 1000 ETF Transaction History
Holistic Financial Partners
- $188 Million
- Q2 2024
A detailed history of Holistic Financial Partners transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Holistic Financial Partners holds 760 shares of IWB stock, worth $241,284. This represents 0.12% of its overall portfolio holdings.
Number of Shares
760
Previous 760
-0.0%
Holding current value
$241,284
Previous $218,000
3.67%
% of portfolio
0.12%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding IWB
# of Institutions
1,359Shares Held
93MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.82 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.43 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.16 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$888 Million0.07% of portfolio