One Charles Private Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History
One Charles Private Wealth Services, LLC
- $254 Million
- Q3 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 848 shares of IWB stock, worth $275,939. This represents 0.1% of its overall portfolio holdings.
Number of Shares
848
Previous 848
-0.0%
Holding current value
$275,939
Previous $252,000
5.56%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.02 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.39 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.18 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.01 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$918 Million0.07% of portfolio