New England Capital Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History
New England Capital Financial Advisors LLC
- $235 Billion
- Q3 2025
A detailed history of New England Capital Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 162 shares of IWD stock, worth $33,175. This represents 0.01% of its overall portfolio holdings.
Number of Shares
162
Previous 232
30.17%
Holding current value
$33,175
Previous $45.1 Million
26.81%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
2,002Shares 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