Shared Vision Wealth Group LLC Ishares Tr Russell 1000 ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 919 shares of IWB stock, worth $288,703. This represents 0.16% of its overall portfolio holdings.
Number of Shares
919
Previous 832
10.46%
Holding current value
$288,703
Previous $240 Million
14.1%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,340Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.79 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.42 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.15 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$993 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$879 Million0.07% of portfolio