Altus Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Altus Wealth Management, LLC
- $226 Million
- Q3 2025
A detailed history of Altus Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Altus Wealth Management, LLC holds 1,761 shares of IWD stock, worth $360,635. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$360,635
Previous $342,000
4.68%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,993Shares Held
265MCall 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio