Holistic Financial Partners Ishares Russell 1000 Gr ETF Transaction History
Holistic Financial Partners
- $222 Million
- Q2 2025
A detailed history of Holistic Financial Partners transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Holistic Financial Partners holds 22,943 shares of IWF stock, worth $10.6 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
22,943
Previous 22,955
0.05%
Holding current value
$10.6 Million
Previous $8.29 Million
17.53%
% of portfolio
4.4%
Previous 4.09%
Shares
31 transactions
Others Institutions Holding IWF
# of Institutions
2,545Shares Held
225MCall Options Held
483KPut Options Held
122K-
Bank Of America Corp Charlotte, NC29.2MShares$13.4 Billion0.93% of portfolio
-
Morgan Stanley New York, NY27.4MShares$12.6 Billion0.78% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX17.9MShares$8.21 Billion0.85% of portfolio
-
Goldman Sachs Group Inc New York, NY9.58MShares$4.41 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3.13 Billion0.19% of portfolio