Monument Group Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Monument Group Wealth Advisors, LLC
- $170 Billion
- Q3 2025
A detailed history of Monument Group Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 570 shares of IWF stock, worth $268,430. This represents 0.16% of its overall portfolio holdings.
Number of Shares
570
Previous 570
-0.0%
Holding current value
$268,430
Previous $242 Million
10.32%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,637Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio