Wealthsource Partners, LLC Ishares Tr Russell 1000 ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 32,945 shares of IWB stock, worth $10.9 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
32,945
Previous 21,793
51.17%
Holding current value
$10.9 Million
Previous $5.12 Million
68.78%
% of portfolio
0.57%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding IWB
# of Institutions
1,403Shares Held
93.3MCall 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$936 Million0.07% of portfolio