Aegis Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 507 shares of IWF stock, worth $238,761. This represents 0.13% of its overall portfolio holdings.
Number of Shares
507Holding current value
$238,761% of portfolio
0.13%Shares
2 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