Penney Financial, LLC Ishares Tr Russell 1000 ETF Transaction History

Penney Financial, LLC

$121 Billion
Q4 2023

A detailed history of Penney Financial, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Penney Financial, LLC holds 2,380 shares of IWB stock, worth $778,426. This represents 0.52% of its overall portfolio holdings.

Number of Shares

2,380

Holding current value

$778,426

% of portfolio

0.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Dec 26, 2024	BUY	$225.16 - $263.17 $535,880 - $626,344	2,380 New	2,380 $624 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.04 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.39 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.19 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.02 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$922 Million
0.07% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Penney Financial, LLC Ishares Tr Russell 1000 ETF Transaction History