Wealth Trust Asset Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Wealth Trust Asset Management, LLC
- $131 Million
- Q1 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 1,903 shares of IWF stock, worth $651,377. This represents 0.49% of its overall portfolio holdings.
Number of Shares
1,903
Previous 2,542
25.14%
Holding current value
$651,377
Previous $770,000
16.75%
% of portfolio
0.49%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,058Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$10.4 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.28 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.4 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.69 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.12 Billion0.53% of portfolio