Shepherd Financial Partners LLC Ishares Tr Russell 1000 ETF Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 2,627 shares of IWB stock, worth $966,420. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,627
Previous 2,627
-0.0%
Holding current value
$966,420
Previous $892,000
7.62%
% of portfolio
0.1%
Previous 0.1%
Shares
21 transactions
Others Institutions Holding IWB
# of Institutions
1,631Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio