Arcadia Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Arcadia Wealth Management, LLC
- $252 Billion
- Q3 2025
A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 53,825 shares of IWD stock, worth $11 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
53,825
Previous 48,512
10.95%
Holding current value
$11 Million
Previous $9.42 Billion
16.3%
% of portfolio
4.35%
Previous 4.12%
Shares
3 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