Holistic Financial Partners Ishares Russell 1000 Gr ETF Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
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 23,049 shares of IWF stock, worth $9.07 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
23,049
Previous 23,354
1.31%
Holding current value
$9.07 Million
Previous $8.51 Million
1.64%
% of portfolio
4.22%
Previous 4.53%
Shares
28 transactions
Others Institutions Holding IWF
# of Institutions
2,217Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$11.9 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.2 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.83 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.66 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.47 Billion0.52% of portfolio