Wade Financial Advisory, Inc Ishares Tr Russell 1000 ETF Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 920 shares of IWB stock, worth $305,412. This represents 0.1% of its overall portfolio holdings.
Number of Shares
920
Previous 920
-0.0%
Holding current value
$305,412
Previous $289,000
2.42%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,403Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.08 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.21 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$936 Million0.07% of portfolio