Regent Peak Wealth Advisors LLC Ishares Russell 1000 Gr ETF Transaction History
Regent Peak Wealth Advisors LLC
- $507 Million
- Q4 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 39,605 shares of IWF stock, worth $18.7 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
39,605
Previous 40,081
1.19%
Holding current value
$18.7 Million
Previous $18.8 Million
0.66%
% of portfolio
3.68%
Previous 3.69%
Shares
24 transactions
Others Institutions Holding IWF
# of Institutions
2,659Shares Held
203MCall 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
-
Pathstone Family Office, LLC Englewood, NJ5.71MShares$2.69 Billion9.76% of portfolio