West Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
West Financial Advisors, LLC
- $525 Million
- Q1 2025
A detailed history of West Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 591 shares of IWF stock, worth $213,079. This represents 0.04% of its overall portfolio holdings.
Number of Shares
591
Previous 635
6.93%
Holding current value
$213,079
Previous $255,000
16.47%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IWF
# of Institutions
2,467Shares Held
214MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.67 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.47 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.57 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.23 Billion0.47% of portfolio