Peak Financial Advisors LLC Ishares Russell 1000 Gr ETF Transaction History
Peak Financial Advisors LLC
- $154 Million
- Q1 2025
A detailed history of Peak Financial Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Peak Financial Advisors LLC holds 889 shares of IWF stock, worth $320,520. This represents 0.21% of its overall portfolio holdings.
Number of Shares
889
Previous 912
2.52%
Holding current value
$320,520
Previous $366,000
12.57%
% of portfolio
0.21%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding IWF
# of Institutions
2,454Shares Held
214MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.67 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.47 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.57 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.23 Billion0.47% of portfolio