Bms Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 1,469 shares of IWB stock, worth $469,360. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,469
Previous 1,347
9.06%
Holding current value
$469,360
Previous $303,000
18.15%
% of portfolio
0.24%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,376Shares Held
92.7MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$2.97 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.36 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.16 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$993 Million3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$901 Million0.07% of portfolio