Forthright Family Wealth Advisory LLC Ishares Russell 1000 Gr ETF Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 2,046 shares of IWF stock, worth $737,664. This represents 0.6% of its overall portfolio holdings.
Number of Shares
2,046
Previous 2,046
-0.0%
Holding current value
$737,664
Previous $845 Million
99.9%
% of portfolio
0.6%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,463Shares Held
210MCall 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