Trivant Custom Portfolio Group, LLC Ishares Russell 1000 Val ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $171 Billion
- Q4 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 36 shares of IWD stock, worth $6,955. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 44
18.18%
Holding current value
$6,955
Previous $8.35 Million
20.2%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,803Shares Held
262MCall Options Held
658KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.54 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio