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 $34.5 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
73,323
Previous 69,356
5.72%
Holding current value
$34.5 Million
Previous $15.2 Million
1.71%
% of portfolio
4.2%
Previous 3.98%
Shares
5 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio