Shore Haven Wealth Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,107 shares of IWB stock, worth $646,870. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,107
Previous 2,109
0.09%
Holding current value
$646,870
Previous $663,000
2.26%
% of portfolio
0.33%
Previous 0.33%
Shares
11 transactions
Others Institutions Holding IWB
# of Institutions
1,472Shares Held
98.2MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$2.99 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.44 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.26 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$947 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$823 Million0.13% of portfolio