Formulate Financial LLC Ishares Tr Russell 1000 ETF Transaction History
Formulate Financial LLC
- $80.6 Billion
- Q3 2025
A detailed history of Formulate Financial LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Formulate Financial LLC holds 24,827 shares of IWB stock, worth $9.13 Million. This represents 11.25% of its overall portfolio holdings.
Number of Shares
24,827Holding current value
$9.13 Million% of portfolio
11.25%Shares
1 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
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Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
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Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
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Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
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M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio