New Wave Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 1,900 shares of IWB stock, worth $624,910. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,900
Previous 1,744
8.94%
Holding current value
$624,910
Previous $519 Million
15.11%
% of portfolio
0.28%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.05 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.4 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.02 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$928 Million0.07% of portfolio