Aureum Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Aureum Wealth Management, LLC
- $108 Billion
- Q4 2025
A detailed history of Aureum Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aureum Wealth Management, LLC holds 6,817 shares of IWD stock, worth $1.4 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
6,817Holding current value
$1.4 Million% of portfolio
1.33%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
2,036Shares Held
263MCall 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
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Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
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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