Trademark Financial Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Trademark Financial Management, LLC
- $172 Billion
- Q3 2025
A detailed history of Trademark Financial Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 4,935 shares of IWF stock, worth $2.32 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
4,935
Previous 4,904
0.63%
Holding current value
$2.32 Million
Previous $2.08 Billion
11.03%
% of portfolio
1.35%
Previous 1.27%
Shares
8 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall 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
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio