Valpey Financial Services, LLC Ishares Russell 1000 Gr ETF Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 781 shares of IWF stock, worth $367,796. This represents 0.24% of its overall portfolio holdings.
Number of Shares
781
Previous 795
1.76%
Holding current value
$367,796
Previous $338 Million
8.38%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,637Shares 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