Selective Wealth Management, Inc. Ishares Russell 1000 Gr ETF Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,702 shares of IWF stock, worth $1.33 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
3,702
Previous 4,703
21.28%
Holding current value
$1.33 Million
Previous $1.89 Million
29.34%
% of portfolio
0.56%
Previous 0.76%
Shares
12 transactions
Others Institutions Holding IWF
# of Institutions
2,458Shares Held
214MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.67 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.47 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.57 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.23 Billion0.47% of portfolio