Wealth Effects LLC Ishares Tr Russell 1000 ETF Transaction History
Wealth Effects LLC
- $241 Million
- Q2 2025
A detailed history of Wealth Effects LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealth Effects LLC holds 723 shares of IWB stock, worth $249,912. This represents 0.1% of its overall portfolio holdings.
Number of Shares
723
Previous 723
-0.0%
Holding current value
$249,912
Previous $221,000
10.86%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,515Shares Held
98.1MCall Options Held
66.9KPut Options Held
199K-
Jones Financial Companies Lllp10.2MShares$3.54 Billion2.83% of portfolio
-
Envestnet Asset Management Inc4.47MShares$1.54 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.43 Billion0.11% of portfolio
-
M&T Bank Corp2.81MShares$972 Million3.19% of portfolio
-
Northern Trust Corp Chicago, IL2.72MShares$939 Million0.13% of portfolio