Precedent Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 696 shares of IWF stock, worth $252,571. This represents 0.07% of its overall portfolio holdings.
Number of Shares
696
Previous 825
15.64%
Holding current value
$252,571
Previous $331 Million
24.14%
% of portfolio
0.07%
Previous 0.11%
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