Octavia Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Octavia Wealth Advisors, LLC
- $990 Million
- Q3 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,164 shares of IWB stock, worth $428,212. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,164Holding current value
$428,212% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,619Shares Held
98.5MCall 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