Clientfirst Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Clientfirst Wealth Management, LLC
- $122 Million
- Q3 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 28,264 shares of IWF stock, worth $13.3 Million. This represents 10.86% of its overall portfolio holdings.
Number of Shares
28,264
Previous 28,264
-0.0%
Holding current value
$13.3 Million
Previous $12 Million
10.33%
% of portfolio
10.86%
Previous 12.4%
Shares
3 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