Oak Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History
Oak Wealth Advisors LLC
- $172 Billion
- Q3 2025
A detailed history of Oak Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 814 shares of IWB stock, worth $299,454. This represents 0.17% of its overall portfolio holdings.
Number of Shares
814
Previous 814
-0.0%
Holding current value
$299,454
Previous $276 Million
7.63%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,614Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio