Kellett Schaffner Wealth Advisors LLC Ishares Russell 1000 Gr ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $114 Million
- Q1 2025
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 592 shares of IWF stock, worth $214,830. This represents 0.19% of its overall portfolio holdings.
Number of Shares
592
Previous 592
-0.0%
Holding current value
$214,830
Previous $237,000
10.13%
% of portfolio
0.19%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding IWF
# of Institutions
2,432Shares Held
213MCall Options Held
356KPut Options Held
85.9K-
Bank Of America Corp Charlotte, NC30.4MShares$11 Billion0.91% of portfolio
-
Morgan Stanley New York, NY24.9MShares$9.03 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.69MShares$3.52 Billion0.59% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$2.47 Billion0.19% of portfolio
-
Ubs Group Ag6.31MShares$2.29 Billion0.43% of portfolio