Blue Zone Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Blue Zone Wealth Advisors, LLC
- $318 Million
- Q4 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 841 shares of IWF stock, worth $331,858. This represents 0.11% of its overall portfolio holdings.
Number of Shares
841
Previous 889
5.4%
Holding current value
$331,858
Previous $333,000
1.2%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding IWF
# of Institutions
2,452Shares Held
210MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$12.1 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$9.49 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.8 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.81 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.45 Billion0.47% of portfolio