Jfs Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 36,516 shares of IWV stock, worth $12.6 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
36,516
Previous 36,736
0.6%
Holding current value
$12.6 Million
Previous $11.3 Million
5.21%
% of portfolio
0.8%
Previous 0.9%
Shares
28 transactions
Others Institutions Holding IWV
# of Institutions
851Shares Held
26.8MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$674 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$371 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$370 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$358 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC944KShares$327 Million0.03% of portfolio