Unique Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 701 shares of IWB stock, worth $235,557. This represents 0.05% of its overall portfolio holdings.

Number of Shares

701

Holding current value

$235,557

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$311.11 - $335.64 $218,088 - $235,283	701 New	701 $226 Million

Others Institutions Holding IWB

# of Institutions

1,460

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

Jones Financial Companies Lllp

9.74M
Shares

$3.27 Billion
2.99% of portfolio
Envestnet Asset Management Inc

4.68M
Shares

$1.57 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$1.38 Billion
0.11% of portfolio
M&T Bank Corp

3.08M
Shares

$1.04 Billion
0.43% of portfolio
Northern Trust Corp Chicago, IL

2.68M
Shares

$901 Million
0.13% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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