Form Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Form Wealth Advisors, LLC
- $827 Billion
- Q2 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 2,026 shares of IWB stock, worth $745,324. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,026
Previous 1,717
18.0%
Holding current value
$745,324
Previous $527 Million
30.63%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,614Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio