Potentia Wealth Ishares Russell 1000 Val ETF Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Potentia Wealth holds 22,066 shares of IWD stock, worth $4.11 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

22,066

Holding current value

$4.11 Million

% of portfolio

1.82%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$183.23 - $199.79 $4.04 Million - $4.41 Million	22,066 New	22,066 $4.09 Billion

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$10.1 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$7.14 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.84 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.72 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.68 Billion
3.52% of portfolio

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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