Burling Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Burling Wealth Partners, LLC
- $490 Billion
- Q4 2024
A detailed history of Burling Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 1,226 shares of IWD stock, worth $238,432. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,226Holding current value
$238,432% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,868Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio