West Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
West Financial Advisors, LLC
- $591 Million
- Q4 2025
A detailed history of West Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 812 shares of IWF stock, worth $382,395. This represents 0.06% of its overall portfolio holdings.
Number of Shares
812
Previous 893
9.07%
Holding current value
$382,395
Previous $418,000
8.61%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IWF
# of Institutions
2,644Shares 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