Charter Oak Capital Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,459 shares of IWF stock, worth $498,423. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,459
Previous 1,538
5.14%
Holding current value
$498,423
Previous $617,000
14.75%
% of portfolio
0.05%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding IWF
# of Institutions
2,447Shares Held
214MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$10.4 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.22 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.29 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.43 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.12 Billion0.47% of portfolio