Occidental Asset Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Occidental Asset Management, LLC holds 54,512 shares of IWF stock, worth $19.9 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
54,512
Previous 54,794
0.51%
Holding current value
$19.9 Million
Previous $16.6 Million
10.61%
% of portfolio
3.47%
Previous 3.47%
Shares
41 transactions
Others Institutions Holding IWF
# of Institutions
2,061Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.82 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.62 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.86 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.26 Billion0.53% of portfolio