Tcfg Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Tcfg Wealth Management, LLC
- $242 Billion
- Q3 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 321,587 shares of IWD stock, worth $65.9 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
321,587
Previous 2,634
12109.07%
Holding current value
$65.9 Million
Previous $512 Million
55.8%
% of portfolio
0.09%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,993Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio