Bourgeon Capital Management LLC Ishares Russell 1000 Gr ETF Transaction History
Bourgeon Capital Management LLC
- $538 Million
- Q3 2025
A detailed history of Bourgeon Capital Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 1,350 shares of IWF stock, worth $635,755. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,350
Previous 1,350
-0.0%
Holding current value
$635,755
Previous $569,000
11.07%
% of portfolio
0.12%
Previous 0.12%
Shares
5 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