Trinity Point Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History
Trinity Point Wealth, LLC
- $595 Million
- Q1 2024
A detailed history of Trinity Point Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 1,368 shares of IWF stock, worth $517,104. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,368
Previous 1,378
0.73%
Holding current value
$517,104
Previous $417,000
10.55%
% of portfolio
0.08%
Previous 0.08%
Shares
18 transactions
Others Institutions Holding IWF
# of Institutions
2,064Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11.4 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$9.15 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.75 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.97 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.34 Billion0.53% of portfolio