Mittelman Wealth Management Ishares Tr Russell 1000 ETF Transaction History
Mittelman Wealth Management
- $153 Billion
- Q3 2025
A detailed history of Mittelman Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 2,952 shares of IWB stock, worth $1.09 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
2,952
Previous 2,352
25.51%
Holding current value
$1.09 Million
Previous $799 Million
35.11%
% of portfolio
0.71%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,616Shares Held
98.4MCall 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