Bourgeon Capital Management LLC Ishares Russell 1000 Val ETF Transaction History
Bourgeon Capital Management LLC
- $538 Million
- Q3 2025
A detailed history of Bourgeon Capital Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,528 shares of IWD stock, worth $722,499. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,528
Previous 3,528
-0.0%
Holding current value
$722,499
Previous $685,000
4.82%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,996Shares 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