O'Brien Wealth Partners LLC Ishares Russell 1000 Gr ETF Transaction History
O'Brien Wealth Partners LLC
- $658 Million
- Q3 2025
A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 39,244 shares of IWF stock, worth $18.5 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
39,244
Previous 40,574
3.28%
Holding current value
$18.5 Million
Previous $17.1 Million
7.43%
% of portfolio
2.79%
Previous 2.82%
Shares
33 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares 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