Callan Family Office, LLC Ishares Russell 1000 Val ETF Transaction History
Callan Family Office, LLC
- $595 Billion
- Q3 2024
A detailed history of Callan Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 68,440 shares of IWD stock, worth $13 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
68,440
Previous 58,560
16.87%
Holding current value
$13 Million
Previous $10.2 Billion
27.14%
% of portfolio
2.18%
Previous 1.96%
Shares
8 transactions
Others Institutions Holding IWD
# of Institutions
1,670Shares Held
258MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.51 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio