Concord Wealth Partners Ishares Russell 3000 ETF Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 261 shares of IWV stock, worth $82,473. This represents 0.01% of its overall portfolio holdings.
Number of Shares
261
Previous 261
-0.0%
Holding current value
$82,473
Previous $85,000
2.35%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IWV
# of Institutions
927Shares Held
27MCall Options Held
17.4KPut Options Held
6.4K-
Scs Capital Management LLC Boston, MA1.75MShares$552 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$365 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$359 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$327 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$322 Million0.03% of portfolio