Surevest, LLC Ishares Tr Russell 1000 ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Surevest, LLC holds 746 shares of IWB stock, worth $246,635. This represents 0.04% of its overall portfolio holdings.
Number of Shares
746
Previous 746
-0.0%
Holding current value
$246,635
Previous $155,000
5.16%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.07 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$932 Million0.07% of portfolio