Connecticut Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,014 shares of IWB stock, worth $919,360. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,014
Previous 3,561
15.36%
Holding current value
$919,360
Previous $1.12 Million
13.32%
% of portfolio
0.05%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding IWB
# of Institutions
1,476Shares Held
98.2MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$2.97 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.43 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.25 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$941 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$818 Million0.13% of portfolio