Taylor & Morgan Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 1,804 shares of IWF stock, worth $741,967. This represents 0.52% of its overall portfolio holdings.
Number of Shares
1,804
Previous 1,804
-0.0%
Holding current value
$741,967
Previous $677,000
6.94%
% of portfolio
0.52%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding IWF
# of Institutions
2,407Shares Held
208MCall Options Held
347KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.1MShares$12.4 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.7 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.96 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.93 Billion0.23% of portfolio
-
Ubs Group Ag6.27MShares$2.58 Billion0.52% of portfolio