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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$225.16 - $263.17 $190,935 - $223,168
848 New
848 $222,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track One Charles Private Wealth Services, LLC Portfolio

Follow One Charles Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Charles Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Charles Private Wealth Services, LLC with notifications on news.