Wealth Enhancement & Preservation Of Ga, LLC Ishares Tr Russell 1000 ETF Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	N/A	-60,546 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	N/A	60,546 New	60,546 $16 Million

Others Institutions Holding IWB

# of Institutions

1,295

Shares Held

95.6M

Call Options Held

61.3K

Put Options Held

158K

Jones Financial Companies Lllp

8.56M
Shares

$2.59 Billion
3.36% of portfolio
Envestnet Asset Management Inc

4.81M
Shares

$1.46 Billion
0.53% of portfolio
Black Rock Inc. New York, NY

4.42M
Shares

$1.34 Billion
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.6M
Shares

$1.09 Billion
0.1% of portfolio
M&T Bank Corp

3.21M
Shares

$972 Million
3.23% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account