9258 Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,387 shares of IWD stock, worth $267,996. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,387
Previous 1,387
-0.0%
Holding current value
$267,996
Previous $241,000
9.13%
% of portfolio
0.04%
Previous 0.04%
Shares
1 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