Wealth Effects LLC Ishares Russell 3000 ETF Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Effects LLC holds 1,569 shares of IWV stock, worth $503,931. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,569
Previous 1,569
-0.0%
Holding current value
$503,931
Previous $512,000
2.34%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IWV
# of Institutions
932Shares Held
27.1MCall Options Held
17.4KPut Options Held
6.4K-
Scs Capital Management LLC Boston, MA1.75MShares$561 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$371 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$365 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$332 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$327 Million0.03% of portfolio