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 $230,902. This represents 0.05% of its overall portfolio holdings.

Number of Shares

701

Holding current value

$230,902

% 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

1,389

Shares Held

92.9M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.06 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.4 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.2 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.02 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$929 Million
0.07% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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