Unique Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 701 shares of IWB stock, worth $232,795. This represents 0.05% of its overall portfolio holdings.

Number of Shares

701

Holding current value

$232,795

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$311.11 - $335.64 $218,088 - $235,283	701 New	701 $226 Million

Others Institutions Holding IWB

# of Institutions

1,413

Shares Held

93.7M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.08 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.41 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.21 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.03 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$937 Million
0.07% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account