Wellspring Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Wellspring Financial Advisors, LLC
- $957 Billion
- Q4 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 1,267 shares of IWB stock, worth $405,820. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,267
Previous 1,263
0.32%
Holding current value
$405,820
Previous $397 Million
2.74%
% of portfolio
0.04%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding IWB
# of Institutions
1,468Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.12 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.5 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.31 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$988 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$859 Million0.13% of portfolio