Kapstone Financial Advisors LLC Ishares Tr Russell 1000 ETF Transaction History
Kapstone Financial Advisors LLC
- $201 Billion
- Q2 2025
A detailed history of Kapstone Financial Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 700 shares of IWB stock, worth $256,095. This represents 0.12% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$256,095
Previous $215 Million
10.7%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,577Shares Held
96MCall Options Held
64.2KPut Options Held
52.9K-
Jones Financial Companies Lllp10.8MShares$3.96 Billion2.8% of portfolio
-
Bank Of America Corp Charlotte, NC4.77MShares$1.74 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.45MShares$1.63 Billion0.46% of portfolio
-
M&T Bank Corp2.92MShares$1.07 Billion3.48% of portfolio
-
Northern Trust Corp Chicago, IL2.75MShares$1.01 Billion0.13% of portfolio