Accretive Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History
Accretive Wealth Partners, LLC
- $312 Million
- Q3 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 41,467 shares of IWF stock, worth $19.5 Million. This represents 6.23% of its overall portfolio holdings.
Number of Shares
41,467
Previous 39,084
6.1%
Holding current value
$19.5 Million
Previous $16.6 Million
17.05%
% of portfolio
6.23%
Previous 5.65%
Shares
20 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
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio