Surevest, LLC Ishares Russell 1000 Gr ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Surevest, LLC holds 73,323 shares of IWF stock, worth $28.8 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
73,323
Previous 69,356
5.72%
Holding current value
$28.8 Million
Previous $15.2 Million
1.71%
% of portfolio
4.2%
Previous 3.98%
Shares
5 transactions
Others Institutions Holding IWF
# of Institutions
2,217Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$11.8 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.2 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$3.83 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.66 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.46 Billion0.52% of portfolio