Monterey Private Wealth, Inc. Ishares Tr Russell 1000 ETF Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,295Shares Held
95.6MCall Options Held
61.3KPut Options Held
158K-
Jones Financial Companies Lllp8.56MShares$2.6 Billion3.36% of portfolio
-
Envestnet Asset Management Inc4.81MShares$1.46 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY4.42MShares$1.34 Billion0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.6MShares$1.09 Billion0.1% of portfolio
-
M&T Bank Corp3.21MShares$973 Million3.23% of portfolio