Von Berge Wealth Management Group, LLC Ishares Russell 1000 Gr ETF Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q1 2025
A detailed history of Von Berge Wealth Management Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,971 shares of IWF stock, worth $715,256. This represents 0.46% of its overall portfolio holdings.
Number of Shares
1,971
Previous 1,930
2.12%
Holding current value
$715,256
Previous $775,000
8.26%
% of portfolio
0.46%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,448Shares Held
213MCall Options Held
404KPut Options Held
103K-
Bank Of America Corp Charlotte, NC30.6MShares$11.1 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.73 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.49 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.58 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.25 Billion0.47% of portfolio