Wealth Effects LLC Ishares Tr Russell 1000 ETF Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
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 $239,811. This represents 0.09% of its overall portfolio holdings.
Number of Shares
723
Previous 723
-0.0%
Holding current value
$239,811
Previous $215,000
5.58%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall 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$935 Million0.07% of portfolio