Capital Advisors Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 83,851 shares of IWF stock, worth $39.5 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
83,851
Previous 82,157
2.06%
Holding current value
$39.5 Million
Previous $34.9 Million
12.6%
% of portfolio
5.77%
Previous 5.6%
Shares
10 transactions
Others Institutions Holding IWF
# of Institutions
2,633Shares 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