Wellspring Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 67,096 shares of IWF stock, worth $24.5 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
67,096
Previous 67,414
0.47%
Holding current value
$24.5 Million
Previous $20.4 Billion
10.65%
% of portfolio
3.57%
Previous 5.09%
Shares
17 transactions
Others Institutions Holding IWF
# of Institutions
2,061Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.82 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.62 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.86 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.26 Billion0.53% of portfolio