One Charles Private Wealth Services, LLC Ishares Tr Russell 1000 ETF Transaction History
One Charles Private Wealth Services, LLC
- $226 Million
- Q1 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 $254,544. This represents 0.11% of its overall portfolio holdings.
Number of Shares
848
Previous 848
-0.0%
Holding current value
$254,544
Previous $222,000
9.91%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,294Shares Held
95.6MCall Options Held
61.3KPut Options Held
158K-
Jones Financial Companies Lllp8.56MShares$2.57 Billion3.36% of portfolio
-
Envestnet Asset Management Inc4.81MShares$1.44 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY4.42MShares$1.33 Billion0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.6MShares$1.08 Billion0.1% of portfolio
-
M&T Bank Corp3.21MShares$963 Million3.23% of portfolio