Instrumental Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History
Instrumental Wealth, LLC
- $106 Billion
- Q4 2024
A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 3,524 shares of IWB stock, worth $1.07 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
3,524
Previous 3,524
-0.0%
Holding current value
$1.07 Million
Previous $1.13 Billion
2.92%
% of portfolio
1.1%
Previous 1.1%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,478Shares Held
98.3MCall 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