Waypoint Capital Advisors, LLC Ishares Russell 3000 ETF Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 6,700 shares of IWV stock, worth $2.3 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
6,700
Previous 6,700
-0.0%
Holding current value
$2.3 Million
Previous $2.07 Million
5.85%
% of portfolio
0.54%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding IWV
# of Institutions
873Shares Held
33.2MCall Options Held
11.9KPut Options Held
2.9K-
Proficio Capital Partners LLC Newton, MA6.89MShares$2.37 Billion1.3% of portfolio
-
Scs Capital Management LLC Boston, MA1.95MShares$670 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$368 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$368 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$355 Million0.01% of portfolio