Modern Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,134 shares of IWB stock, worth $356,246. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,134
Previous 1,134
-0.0%
Holding current value
$356,246
Previous $325 Million
3.98%
% of portfolio
0.02%
Previous 0.03%
Shares
2 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$2.79 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.42 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.15 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$993 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$879 Million0.07% of portfolio