Lee Kelleher Wealth Management Ishares Tr Russell 1000 ETF Transaction History
Lee Kelleher Wealth Management
- $162 Billion
- Q3 2025
A detailed history of Lee Kelleher Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 1,022 shares of IWB stock, worth $375,973. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,022
Previous 1,022
-0.0%
Holding current value
$375,973
Previous $347 Million
7.63%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,619Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio