One Charles Private Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History
One Charles Private Wealth Services, LLC
- $287 Million
- Q1 2025
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 808 shares of IWB stock, worth $282,921. This represents 0.09% of its overall portfolio holdings.
Number of Shares
808
Previous 808
-0.0%
Holding current value
$282,921
Previous $260,000
5.0%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,520Shares Held
98MCall Options Held
66.9KPut Options Held
199K-
Jones Financial Companies Lllp10.2MShares$3.59 Billion2.83% of portfolio
-
Envestnet Asset Management Inc4.47MShares$1.56 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.45 Billion0.11% of portfolio
-
M&T Bank Corp2.81MShares$985 Million3.19% of portfolio
-
Northern Trust Corp Chicago, IL2.72MShares$952 Million0.13% of portfolio