Steph & CO Ishares Tr Russell 1000 ETF Transaction History

Steph & CO

$276 Million
Q3 2024

A detailed history of Steph & CO transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Steph & CO holds 30 shares of IWB stock, worth $10,050. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 30 -0.0%

Holding current value

$10,050

Previous $8,000 12.5%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 24, 2020	BUY	$159.7 - $178.97 $4,791 - $5,369	30 New	30 $5,000

Others Institutions Holding IWB

# of Institutions

1,372

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.11 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.43 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.22 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.04 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$945 Million
0.07% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steph & CO, based on Form 13F filings with the SEC.

News

Stay updated on Steph & CO with notifications on news.

Account