Waypoint Wealth Counsel Ishares Russell 3000 ETF Transaction History
Waypoint Wealth Counsel
- $153 Billion
- Q4 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 4,514 shares of IWV stock, worth $1.48 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
4,514
Previous 3,775
19.58%
Holding current value
$1.48 Million
Previous $1.23 Billion
22.32%
% of portfolio
0.98%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding IWV
# of Institutions
926Shares Held
27.1MCall Options Held
17.4KPut Options Held
6.4K-
Scs Capital Management LLC Boston, MA1.75MShares$572 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$378 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$373 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$339 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$334 Million0.03% of portfolio