Holistic Financial Partners Ishares Russell 1000 Gr ETF Transaction History
Holistic Financial Partners
- $237 Million
- Q3 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 22,438 shares of IWF stock, worth $10.6 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
22,438
Previous 22,943
2.2%
Holding current value
$10.6 Million
Previous $9.74 Million
7.89%
% of portfolio
4.44%
Previous 4.4%
Shares
32 transactions
Others Institutions Holding IWF
# of Institutions
2,630Shares 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