Montz Harcus Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History
Montz Harcus Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 627 shares of IWF stock, worth $246,862. This represents 0.14% of its overall portfolio holdings.
Number of Shares
627
Previous 626
0.16%
Holding current value
$246,862
Previous $228,000
3.07%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,217Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$11.9 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.2 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.83 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.66 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.47 Billion0.52% of portfolio