Sightline Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Sightline Wealth Advisors, LLC
- $181 Million
- Q3 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 4,956 shares of IWB stock, worth $1.61 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
4,956
Previous 4,949
0.14%
Holding current value
$1.61 Million
Previous $1.47 Million
5.84%
% of portfolio
0.86%
Previous 0.92%
Shares
13 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.02 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.38 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.18 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.01 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$916 Million0.07% of portfolio