Morton Brown Family Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 712 shares of IWF stock, worth $291,984. This represents 0.09% of its overall portfolio holdings.
Number of Shares
712
Previous 709
0.42%
Holding current value
$291,984
Previous $258,000
3.49%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding IWF
# of Institutions
2,219Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.3 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.7 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.99 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.78 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.57 Billion0.52% of portfolio