Private Wealth Management Group, LLC Ishares Russell 1000 Val ETF Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 2025
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 240 shares of IWD stock, worth $49,149. This represents 0.01% of its overall portfolio holdings.
Number of Shares
240Holding current value
$49,149% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
2,008Shares Held
266MCall 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
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Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio