Org Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 462 shares of IWF stock, worth $167,655. This represents 0.08% of its overall portfolio holdings.
Number of Shares
462
Previous 1,486
68.91%
Holding current value
$167,655
Previous $596,000
72.15%
% of portfolio
0.08%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,448Shares Held
213MCall Options Held
404KPut Options Held
103K-
Bank Of America Corp Charlotte, NC30.6MShares$11.1 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.73 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.49 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.58 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.25 Billion0.47% of portfolio