Formulate Financial LLC Ishares Russell 1000 Gr ETF Transaction History
Formulate Financial LLC
- $80.6 Billion
- Q3 2025
A detailed history of Formulate Financial LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Formulate Financial LLC holds 6,128 shares of IWF stock, worth $2.89 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
6,128Holding current value
$2.89 Million% of portfolio
3.56%Shares
1 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
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Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
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Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
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Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio