Levy Wealth Management Group, LLC Ishares Tr Russell 1000 ETF Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 2,212 shares of IWB stock, worth $692,886. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,212
Previous 1,470
50.48%
Holding current value
$692,886
Previous $423,000
55.56%
% of portfolio
0.17%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.78 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$990 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$876 Million0.07% of portfolio