Shepherd Financial Partners LLC Ishares Tr Russell 1000 ETF Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 2,657 shares of IWB stock, worth $881,300. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,657
Previous 2,657
-0.0%
Holding current value
$881,300
Previous $790,000
5.7%
% of portfolio
0.1%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.08 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.21 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$935 Million0.07% of portfolio