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	$230.48 - $266.11 $14 Million - $16.1 Million	-60,546 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$241.33 - $266.02 $14.6 Million - $16.1 Million	60,546 New	60,546 $16 Million

Others Institutions Holding IWB

# of Institutions

1,373

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.07 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.41 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.2 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.03 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$932 Million
0.07% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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