Capital Directions Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 38,130 shares of IWD stock, worth $7.21 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
38,130
Previous 0
Infinity%
Holding current value
$7.21 Million
Previous $5.06 Million
14.27%
% of portfolio
2.16%
Previous 1.94%
Shares
22 transactions
Others Institutions Holding IWD
# of Institutions
1,668Shares Held
258MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.5 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 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