Wealth Effects LLC Ishares Tr Russell 1000 ETF Transaction History
Wealth Effects LLC
- $243 Million
- Q2 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 $226,472. This represents 0.09% of its overall portfolio holdings.
Number of Shares
723
Previous 723
-0.0%
Holding current value
$226,472
Previous $208,000
3.37%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.78 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$990 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$876 Million0.07% of portfolio