Daymark Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 1,693 shares of IWD stock, worth $317,860. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,693
Previous 1,311
29.14%
Holding current value
$317,860
Previous $228,000
40.79%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,672Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.43 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.12 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.96 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.82 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.69 Billion0.14% of portfolio