Twelve Points Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History
Twelve Points Wealth Management LLC
- $265 Million
- Q1 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 916 shares of IWB stock, worth $274,955. This represents 0.1% of its overall portfolio holdings.
Number of Shares
916
Previous 1,767
48.16%
Holding current value
$274,955
Previous $463,000
43.2%
% of portfolio
0.1%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,294Shares Held
95.6MCall Options Held
61.3KPut Options Held
158K-
Jones Financial Companies Lllp8.56MShares$2.57 Billion3.36% of portfolio
-
Envestnet Asset Management Inc4.81MShares$1.44 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY4.42MShares$1.33 Billion0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.6MShares$1.08 Billion0.1% of portfolio
-
M&T Bank Corp3.21MShares$963 Million3.23% of portfolio